Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.9K Buy
2,266
+30
+1% +$939 0.01% 226
2025
Q1
$75.6K Sell
2,236
-24
-1% -$811 0.01% 202
2024
Q4
$66.8K Sell
2,260
-500
-18% -$14.8K 0.01% 218
2024
Q3
$86.6K Hold
2,760
0.01% 208
2024
Q2
$99.6K Hold
2,760
0.01% 192
2024
Q1
$104K Buy
2,760
+24
+0.9% +$904 0.01% 247
2023
Q4
$106K Hold
2,736
0.01% 218
2023
Q3
$106K Buy
+2,736
New +$106K 0.01% 218
2020
Q2
Sell
-275
Closed -$7K 81
2020
Q1
$7K Hold
275
﹤0.01% 178
2019
Q4
$10K Hold
275
﹤0.01% 174
2019
Q3
$10K Sell
275
-5
-2% -$182 ﹤0.01% 164
2019
Q2
$11K Hold
280
﹤0.01% 150
2019
Q1
$12K Sell
280
-4
-1% -$171 ﹤0.01% 152
2018
Q4
$10K Buy
+284
New +$10K ﹤0.01% 150