Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52K Hold
50
﹤0.01% 488
2025
Q1
$1.57K Buy
+50
New +$1.57K ﹤0.01% 465
2024
Q3
Sell
-330
Closed -$12.2K 507
2024
Q2
$12.2K Sell
330
-400
-55% -$14.8K 0.01% 343
2024
Q1
$27.9K Sell
730
-330
-31% -$12.6K 0.01% 271
2023
Q4
$37.4K Buy
1,060
+660
+165% +$23.3K 0.02% 233
2023
Q3
$14.6K Buy
+400
New +$14.6K 0.01% 313
2021
Q1
Sell
-120
Closed -$3K 409
2020
Q4
$3K Hold
120
﹤0.01% 323
2020
Q3
$2K Hold
120
﹤0.01% 307
2020
Q2
$3K Hold
120
﹤0.01% 318
2020
Q1
$3K Sell
120
-220
-65% -$5.5K ﹤0.01% 309
2019
Q4
$13K Buy
+340
New +$13K 0.01% 219