Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,400
Closed -$60.3K 1989
2025
Q1
$60.3K Hold
3,400
﹤0.01% 953
2024
Q4
$56.8K Hold
3,400
﹤0.01% 960
2024
Q3
$57.6K Hold
3,400
﹤0.01% 938
2024
Q2
$62K Hold
3,400
﹤0.01% 880
2024
Q1
$73.5K Hold
3,400
﹤0.01% 846
2023
Q4
$75.6K Hold
3,400
﹤0.01% 822
2023
Q3
$104K Hold
3,400
﹤0.01% 752
2023
Q2
$127K Hold
3,400
﹤0.01% 723
2023
Q1
$109K Hold
3,400
﹤0.01% 737
2022
Q4
$121K Hold
3,400
﹤0.01% 758
2022
Q3
$99K Hold
3,400
﹤0.01% 873
2022
Q2
$76K Hold
3,400
﹤0.01% 1022
2022
Q1
$125K Hold
3,400
﹤0.01% 934
2021
Q4
$240K Hold
3,400
0.01% 742
2021
Q3
$271K Hold
3,400
0.01% 691
2021
Q2
$161K Hold
3,400
﹤0.01% 788
2021
Q1
$123K Hold
3,400
﹤0.01% 807
2020
Q4
$81K Hold
3,400
﹤0.01% 770
2020
Q3
$62K Hold
3,400
﹤0.01% 784
2020
Q2
$48K Buy
3,400
+400
+13% +$5.65K ﹤0.01% 804
2020
Q1
$32K Buy
3,000
+2,000
+200% +$21.3K ﹤0.01% 932
2019
Q4
$20K Buy
+1,000
New +$20K ﹤0.01% 1049