Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.27K Hold
50
﹤0.01% 753
2025
Q1
$8.75K Sell
50
-55
-52% -$9.63K ﹤0.01% 715
2024
Q4
$22K Sell
105
-31
-23% -$6.5K 0.01% 574
2024
Q3
$39.1K Buy
136
+31
+30% +$8.91K 0.01% 466
2024
Q2
$32.9K Hold
105
0.01% 470
2024
Q1
$35.3K Hold
105
0.01% 462
2023
Q4
$29.7K Buy
105
+55
+110% +$15.6K 0.01% 469
2023
Q3
$12.3K Hold
50
﹤0.01% 580
2023
Q2
$12.5K Hold
50
﹤0.01% 565
2023
Q1
$10.7K Hold
50
﹤0.01% 604
2022
Q4
$10K Sell
50
-34
-40% -$6.8K ﹤0.01% 570
2022
Q3
$15K Hold
84
0.01% 490
2022
Q2
$18K Hold
84
0.01% 470
2022
Q1
$20K Hold
84
0.01% 466
2021
Q4
$26K Hold
84
0.01% 432
2021
Q3
$22K Buy
84
+34
+68% +$8.91K 0.01% 468
2021
Q2
$10K Hold
50
﹤0.01% 593
2021
Q1
$10K Hold
50
﹤0.01% 587
2020
Q4
$10K Hold
50
0.01% 539
2020
Q3
$10K Hold
50
0.01% 520
2020
Q2
$8K Hold
50
0.01% 528
2020
Q1
$7K Buy
+50
New +$7K 0.01% 538