Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45K Sell
1,548
-153
-9% -$4.45K ﹤0.01% 2824
2025
Q1
$41.4K Buy
+1,701
New +$41.4K ﹤0.01% 2827
2023
Q1
Sell
-3
Closed -$75 4121
2022
Q4
$75 Buy
+3
New +$75 ﹤0.01% 4067
2022
Q3
Sell
-500
Closed -$8K 4102
2022
Q2
$8K Hold
500
﹤0.01% 3406
2022
Q1
$8K Hold
500
﹤0.01% 3432
2021
Q4
$6K Hold
500
﹤0.01% 3556
2021
Q3
$9K Hold
500
﹤0.01% 3453
2021
Q2
$10K Hold
500
﹤0.01% 3372
2021
Q1
$11K Hold
500
﹤0.01% 3228
2020
Q4
$9K Hold
500
﹤0.01% 3196
2020
Q3
$8K Buy
+500
New +$8K ﹤0.01% 3101