Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,090
Closed -$26K 561
2025
Q1
$26K Hold
2,090
0.01% 338
2024
Q4
$27.8K Buy
2,090
+550
+36% +$7.32K 0.01% 359
2024
Q3
$17.3K Buy
1,540
+50
+3% +$561 0.01% 445
2024
Q2
$20K Buy
1,490
+50
+3% +$671 0.01% 406
2024
Q1
$15.8K Buy
1,440
+1,230
+586% +$13.5K 0.01% 425
2023
Q4
$4.93K Hold
210
﹤0.01% 633
2023
Q3
$5.1K Hold
210
﹤0.01% 588
2023
Q2
$3.5K Buy
210
+50
+31% +$833 ﹤0.01% 624
2023
Q1
$2.48K Sell
160
-90
-36% -$1.39K ﹤0.01% 599
2022
Q4
$4.61K Hold
250
﹤0.01% 526
2022
Q3
$8K Sell
250
-220
-47% -$7.04K ﹤0.01% 466
2022
Q2
$12K Buy
+470
New +$12K 0.01% 430
2022
Q1
Sell
-220
Closed -$23K 790
2021
Q4
$23K Buy
+220
New +$23K 0.01% 382