Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.3K Sell
266
-20
-7% -$1.38K ﹤0.01% 676
2025
Q1
$19.7K Buy
+286
New +$19.7K ﹤0.01% 689
2023
Q4
Sell
-1,500
Closed -$76.1K 620
2023
Q3
$76.1K Hold
1,500
0.01% 310
2023
Q2
$87.6K Hold
1,500
0.01% 304
2023
Q1
$91.7K Hold
1,500
0.01% 316
2022
Q4
$94.4K Hold
1,500
0.01% 332
2022
Q3
$89K Hold
1,500
0.01% 321
2022
Q2
$98K Hold
1,500
0.01% 325
2022
Q1
$103K Buy
+1,500
New +$103K 0.01% 355