Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.01K Buy
+50
New +$9.01K ﹤0.01% 1476
2025
Q1
Sell
-1,500
Closed -$314K 2005
2024
Q4
$314K Sell
1,500
-14
-0.9% -$2.93K ﹤0.01% 710
2024
Q3
$322K Hold
1,514
﹤0.01% 689
2024
Q2
$296K Sell
1,514
-12
-0.8% -$2.35K ﹤0.01% 690
2024
Q1
$365K Sell
1,526
-11
-0.7% -$2.63K ﹤0.01% 671
2023
Q4
$325K Sell
1,537
-10
-0.6% -$2.11K ﹤0.01% 606
2023
Q3
$320K Sell
1,547
-63
-4% -$13K ﹤0.01% 573
2023
Q2
$342K Buy
1,610
+98
+6% +$20.8K ﹤0.01% 590
2023
Q1
$347K Hold
1,512
﹤0.01% 574
2022
Q4
$347K Buy
1,512
+12
+0.8% +$2.75K ﹤0.01% 580
2022
Q3
$307K Hold
1,500
﹤0.01% 589
2022
Q2
$275K Buy
1,500
+1,495
+29,900% +$274K ﹤0.01% 638
2022
Q1
$1.2K Sell
5
-6
-55% -$1.45K ﹤0.01% 1655
2021
Q4
$2.59K Buy
+11
New +$2.59K ﹤0.01% 1555