Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$107K Buy
915
+385
+73% +$44.9K ﹤0.01% 436
2024
Q4
$72.2K Sell
530
-120
-18% -$16.3K ﹤0.01% 513
2024
Q3
$80K Hold
650
﹤0.01% 502
2024
Q2
$69.5K Sell
650
-100
-13% -$10.7K ﹤0.01% 525
2024
Q1
$69.9K Hold
750
﹤0.01% 517
2023
Q4
$56.8K Buy
750
+100
+15% +$7.57K ﹤0.01% 535
2023
Q3
$46.8K Hold
650
﹤0.01% 553
2023
Q2
$76.7K Hold
650
﹤0.01% 466
2023
Q1
$61.4K Hold
650
﹤0.01% 501
2022
Q4
$55.5K Hold
650
﹤0.01% 513
2022
Q3
$41K Hold
650
﹤0.01% 540
2022
Q2
$47K Hold
650
﹤0.01% 529
2022
Q1
$57K Buy
650
+575
+767% +$50.4K ﹤0.01% 519
2021
Q4
$7K Hold
75
﹤0.01% 970
2021
Q3
$6K Buy
+75
New +$6K ﹤0.01% 950
2020
Q2
Sell
-600
Closed -$20K 940
2020
Q1
$20K Buy
+600
New +$20K ﹤0.01% 579