Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Hold
1,200
﹤0.01% 963
2025
Q1
$3K Hold
1,200
﹤0.01% 1006
2024
Q4
$5K Hold
1,200
﹤0.01% 971
2024
Q3
$5K Hold
1,200
﹤0.01% 937
2024
Q2
$3K Hold
1,200
﹤0.01% 949
2024
Q1
$3K Hold
1,200
﹤0.01% 973
2023
Q4
$5K Sell
1,200
-1,500
-56% -$6.25K ﹤0.01% 927
2023
Q3
$8K Hold
2,700
﹤0.01% 837
2023
Q2
$11K Hold
2,700
﹤0.01% 805
2023
Q1
$21K Buy
2,700
+1,500
+125% +$11.7K ﹤0.01% 650
2022
Q4
$5K Sell
1,200
-2,500
-68% -$10.4K ﹤0.01% 882
2022
Q3
$29K Buy
3,700
+1,678
+83% +$13.2K ﹤0.01% 585
2022
Q2
$13K Hold
2,022
﹤0.01% 755
2022
Q1
$25K Hold
2,022
﹤0.01% 658
2021
Q4
$20K Buy
+2,022
New +$20K ﹤0.01% 710