Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-500
Closed -$1.09K 62
2024
Q4
$1.09K Hold
500
﹤0.01% 49
2024
Q3
$865 Buy
+500
New +$865 ﹤0.01% 50
2024
Q2
Sell
-956
Closed -$2.65K 60
2024
Q1
$2.65K Sell
956
-478
-33% -$1.32K ﹤0.01% 49
2023
Q4
$3.49K Buy
1,434
+1,015
+242% +$2.47K ﹤0.01% 45
2023
Q3
$2.46K Sell
419
-87
-17% -$510 ﹤0.01% 63
2023
Q2
$3.4K Buy
506
+20
+4% +$134 ﹤0.01% 63
2023
Q1
$3.84K Sell
486
-3,347
-87% -$26.4K ﹤0.01% 62
2022
Q4
$26.1K Buy
3,833
+833
+28% +$5.67K 0.02% 26
2022
Q3
$17K Buy
3,000
+1,500
+100% +$8.5K 0.01% 31
2022
Q2
$11K Buy
1,500
+1,150
+329% +$8.43K 0.01% 29
2022
Q1
$4K Sell
350
-550
-61% -$6.29K ﹤0.01% 36
2021
Q4
$10K Buy
+900
New +$10K 0.01% 28