Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.3K Buy
541
+1
+0.2% +$124 ﹤0.01% 471
2025
Q1
$52.9K Buy
540
+40
+8% +$3.92K ﹤0.01% 519
2024
Q4
$54K Hold
500
﹤0.01% 350
2024
Q3
$32.6K Hold
500
﹤0.01% 397
2024
Q2
$28.4K Buy
500
+307
+159% +$17.4K ﹤0.01% 419
2024
Q1
$11.8K Hold
193
﹤0.01% 489
2023
Q4
$14.6K Hold
193
﹤0.01% 441
2023
Q3
$11.3K Hold
193
﹤0.01% 452
2023
Q2
$12.3K Hold
193
﹤0.01% 454
2023
Q1
$12.9K Hold
193
﹤0.01% 485
2022
Q4
$9.45K Hold
193
﹤0.01% 564
2022
Q3
$13K Hold
193
﹤0.01% 511
2022
Q2
$16K Buy
+193
New +$16K ﹤0.01% 525
2020
Q4
Sell
-20
Closed -$5K 350
2020
Q3
$5K Buy
+20
New +$5K ﹤0.01% 324