Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50.5K Sell
17,300
-500
-3% -$1.46K ﹤0.01% 3889
2025
Q1
$36.3K Buy
17,800
+500
+3% +$1.02K ﹤0.01% 3923
2024
Q4
$68.2K Hold
17,300
﹤0.01% 3961
2024
Q3
$20.2K Hold
17,300
﹤0.01% 3896
2024
Q2
$23.4K Buy
+17,300
New +$23.4K ﹤0.01% 3838
2023
Q4
Sell
-12,000
Closed -$43.6K 3983
2023
Q3
$43.6K Sell
12,000
-300
-2% -$1.09K ﹤0.01% 3841
2023
Q2
$62.7K Sell
12,300
-2,254
-15% -$11.5K ﹤0.01% 3851
2023
Q1
$60.3K Sell
14,554
-646
-4% -$2.67K ﹤0.01% 3853
2022
Q4
$55K Buy
15,200
+100
+0.7% +$362 ﹤0.01% 3853
2022
Q3
$87K Sell
15,100
-2,047
-12% -$11.8K ﹤0.01% 3842
2022
Q2
$121K Sell
17,147
-3,485
-17% -$24.6K ﹤0.01% 3753
2022
Q1
$136K Buy
20,632
+2,855
+16% +$18.8K ﹤0.01% 3812
2021
Q4
$154K Buy
17,777
+6,300
+55% +$54.6K ﹤0.01% 3824
2021
Q3
$120K Sell
11,477
-480
-4% -$5.02K ﹤0.01% 3763
2021
Q2
$219K Buy
+11,957
New +$219K ﹤0.01% 3726