Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-50
Closed -$499 660
2025
Q1
$499 Hold
50
﹤0.01% 684
2024
Q4
$444 Buy
50
+14
+39% +$124 ﹤0.01% 819
2024
Q3
$415 Buy
36
+1
+3% +$12 ﹤0.01% 820
2024
Q2
$385 Buy
35
+1
+3% +$11 ﹤0.01% 804
2024
Q1
$420 Buy
34
+1
+3% +$12 ﹤0.01% 740
2023
Q4
$523 Sell
33
-1,065
-97% -$16.9K ﹤0.01% 794
2023
Q3
$14.7K Buy
1,098
+26
+2% +$348 0.01% 442
2023
Q2
$14.4K Buy
1,072
+26
+2% +$349 0.01% 440
2023
Q1
$16.5K Buy
+1,046
New +$16.5K 0.01% 366
2022
Q2
Sell
-300
Closed -$6K 858
2022
Q1
$6K Buy
+300
New +$6K ﹤0.01% 542