Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$9.21K Hold
1,000
﹤0.01% 856
2024
Q4
$7.87K Hold
1,000
﹤0.01% 895
2024
Q3
$12.5K Hold
1,000
﹤0.01% 825
2024
Q2
$6.01K Hold
1,000
﹤0.01% 962
2024
Q1
$6.65K Hold
1,000
﹤0.01% 919
2023
Q4
$10.3K Sell
1,000
-100
-9% -$1.03K ﹤0.01% 812
2023
Q3
$7.74K Buy
1,100
+350
+47% +$2.46K ﹤0.01% 859
2023
Q2
$9.32K Hold
750
﹤0.01% 855
2023
Q1
$6.8K Hold
750
﹤0.01% 888
2022
Q4
$3.18K Hold
750
﹤0.01% 984
2022
Q3
$4K Buy
750
+250
+50% +$1.33K ﹤0.01% 961
2022
Q2
$4K Buy
500
+275
+122% +$2.2K ﹤0.01% 991
2022
Q1
$4K Buy
+225
New +$4K ﹤0.01% 997
2021
Q1
Sell
-80
Closed -$5K 1027
2020
Q4
$5K Buy
80
+40
+100% +$2.5K ﹤0.01% 829
2020
Q3
$2K Buy
40
+15
+60% +$750 ﹤0.01% 805
2020
Q2
$1K Sell
25
-15
-38% -$600 ﹤0.01% 871
2020
Q1
$1K Buy
+40
New +$1K ﹤0.01% 876