Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06K Buy
310
+5
+2% +$17 ﹤0.01% 1364
2025
Q1
$1.16K Buy
+305
New +$1.16K ﹤0.01% 1325
2024
Q4
Sell
-10,200
Closed -$68.1K 1522
2024
Q3
$68.1K Sell
10,200
-100
-1% -$668 ﹤0.01% 399
2024
Q2
$42.8K Hold
10,300
﹤0.01% 463
2024
Q1
$46.4K Buy
10,300
+10,000
+3,333% +$45K ﹤0.01% 424
2023
Q4
$2.72K Hold
300
﹤0.01% 1004
2023
Q3
$2.71K Hold
300
﹤0.01% 851
2023
Q2
$2.91K Hold
300
﹤0.01% 836
2023
Q1
$3.15K Hold
300
﹤0.01% 769
2022
Q4
$2.93K Hold
300
﹤0.01% 715
2022
Q3
$5K Buy
300
+100
+50% +$1.67K ﹤0.01% 591
2022
Q2
$4K Buy
200
+110
+122% +$2.2K ﹤0.01% 620
2022
Q1
$2K Buy
+90
New +$2K ﹤0.01% 729