Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$184K Sell
59,846
-31,519
-34% -$96.7K ﹤0.01% 839
2025
Q1
$200K Buy
+91,365
New +$200K ﹤0.01% 798
2023
Q3
Sell
-400
Closed -$2.33K 1809
2023
Q2
$2.33K Hold
400
﹤0.01% 1524
2023
Q1
$2.08K Hold
400
﹤0.01% 1510
2022
Q4
$2.28K Sell
400
-1
-0.2% -$6 ﹤0.01% 1469
2022
Q3
$2.37K Hold
401
﹤0.01% 1484
2022
Q2
$1.36K Sell
401
-3,549
-90% -$12K ﹤0.01% 1588
2022
Q1
$20.9K Sell
3,950
-1,850
-32% -$9.78K ﹤0.01% 1174
2021
Q4
$47.7K Buy
+5,800
New +$47.7K ﹤0.01% 1013