Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.4K Sell
300
-125
-29% -$9.75K 0.01% 224
2025
Q1
$31.4K Hold
425
0.02% 176
2024
Q4
$34.7K Hold
425
0.02% 165
2024
Q3
$29.6K Hold
425
0.02% 177
2024
Q2
$25.2K Buy
425
+50
+13% +$2.96K 0.02% 172
2024
Q1
$24.5K Buy
375
+100
+36% +$6.54K 0.02% 179
2023
Q4
$19.8K Buy
275
+50
+22% +$3.6K 0.01% 194
2023
Q3
$15.7K Buy
+225
New +$15.7K 0.01% 196
2022
Q3
Sell
-50
Closed -$5.4K 374
2022
Q2
$5.4K Buy
+50
New +$5.4K 0.01% 244