Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$97.4K Buy
2,971
+1,072
+56% +$35.2K ﹤0.01% 844
2025
Q1
$55.8K Buy
1,899
+1,482
+355% +$43.5K ﹤0.01% 1008
2024
Q4
$11.5K Buy
+417
New +$11.5K ﹤0.01% 1427
2023
Q2
Sell
-500
Closed -$6.2K 1740
2023
Q1
$6.2K Hold
500
﹤0.01% 1383
2022
Q4
$8K Hold
500
﹤0.01% 1365
2022
Q3
$7K Sell
500
-202
-29% -$2.83K ﹤0.01% 1402
2022
Q2
$11K Hold
702
﹤0.01% 1373
2022
Q1
$13K Hold
702
﹤0.01% 1415
2021
Q4
$14K Buy
+702
New +$14K ﹤0.01% 1365