Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.8K Buy
+600
New +$30.8K ﹤0.01% 1112
2024
Q3
Sell
-500
Closed -$21.8K 1784
2024
Q2
$21.8K Hold
500
﹤0.01% 1116
2024
Q1
$21.1K Hold
500
﹤0.01% 1147
2023
Q4
$19.6K Hold
500
﹤0.01% 1134
2023
Q3
$18.4K Hold
500
﹤0.01% 1128
2023
Q2
$14.8K Hold
500
﹤0.01% 1168
2023
Q1
$15.5K Hold
500
﹤0.01% 1156
2022
Q4
$17K Hold
500
﹤0.01% 1188
2022
Q3
$12K Hold
500
﹤0.01% 1406
2022
Q2
$12K Hold
500
﹤0.01% 1500
2022
Q1
$14K Hold
500
﹤0.01% 1605
2021
Q4
$12K Hold
500
﹤0.01% 1719
2021
Q3
$8K Hold
500
﹤0.01% 1735
2021
Q2
$9K Hold
500
﹤0.01% 1529
2021
Q1
$12K Hold
500
﹤0.01% 1379
2020
Q4
$8K Hold
500
﹤0.01% 1209
2020
Q3
$4K Sell
500
-1,000
-67% -$8K ﹤0.01% 1228
2020
Q2
$18K Buy
1,500
+1,000
+200% +$12K ﹤0.01% 978
2020
Q1
$3K Hold
500
﹤0.01% 1271
2019
Q4
$9K Buy
+500
New +$9K ﹤0.01% 1164
2018
Q4
Sell
-700
Closed -$41K 811
2018
Q3
$41K Buy
+700
New +$41K ﹤0.01% 932
2017
Q1
Sell
-1,832
Closed -$96K 771
2016
Q4
$96K Buy
+1,832
New +$96K 0.01% 668