Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15K Hold
146
﹤0.01% 500
2025
Q1
$13K Sell
146
-62
-30% -$5.52K ﹤0.01% 524
2024
Q4
$19K Hold
208
﹤0.01% 458
2024
Q3
$20K Hold
208
﹤0.01% 441
2024
Q2
$20K Sell
208
-10
-5% -$962 ﹤0.01% 506
2024
Q1
$26K Sell
218
-5
-2% -$596 ﹤0.01% 485
2023
Q4
$27K Buy
223
+15
+7% +$1.82K ﹤0.01% 491
2023
Q3
$25K Hold
208
﹤0.01% 467
2023
Q2
$28K Sell
208
-42
-17% -$5.65K ﹤0.01% 459
2023
Q1
$31K Hold
250
0.01% 452
2022
Q4
$34K Hold
250
0.01% 425
2022
Q3
$28K Sell
250
-50
-17% -$5.6K 0.01% 455
2022
Q2
$30K Hold
300
0.01% 419
2022
Q1
$44K Hold
300
0.01% 388
2021
Q4
$35K Hold
300
0.01% 417
2021
Q3
$37K Hold
300
0.01% 379
2021
Q2
$39K Hold
300
0.01% 372
2021
Q1
$43K Hold
300
0.01% 340
2020
Q4
$31K Hold
300
0.01% 371
2020
Q3
$22K Hold
300
0.01% 387
2020
Q2
$17K Hold
300
﹤0.01% 420
2020
Q1
$14K Hold
300
﹤0.01% 430
2019
Q4
$23K Hold
300
0.01% 407
2019
Q3
$23K Hold
300
0.01% 400
2019
Q2
$23K Buy
+300
New +$23K 0.01% 377