Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.6K Hold
600
﹤0.01% 922
2025
Q1
$58.7K Hold
600
﹤0.01% 962
2024
Q4
$64.8K Hold
600
﹤0.01% 932
2024
Q3
$39.1K Hold
600
﹤0.01% 1023
2024
Q2
$34.1K Hold
600
﹤0.01% 1020
2024
Q1
$36.7K Hold
600
﹤0.01% 1014
2023
Q4
$45.5K Hold
600
﹤0.01% 932
2023
Q3
$35.1K Buy
600
+100
+20% +$5.85K ﹤0.01% 970
2023
Q2
$31.8K Buy
+500
New +$31.8K ﹤0.01% 993
2022
Q4
Sell
-602
Closed -$42K 1903
2022
Q3
$42K Hold
602
﹤0.01% 1106
2022
Q2
$50K Buy
602
+2
+0.3% +$166 ﹤0.01% 1125
2022
Q1
$99K Hold
600
﹤0.01% 1016
2021
Q4
$158K Hold
600
﹤0.01% 873
2021
Q3
$191K Hold
600
﹤0.01% 786
2021
Q2
$236K Hold
600
0.01% 712
2021
Q1
$204K Hold
600
0.01% 695
2020
Q4
$203K Hold
600
0.01% 610
2020
Q3
$148K Hold
600
0.01% 636
2020
Q2
$132K Sell
600
-10
-2% -$2.2K 0.01% 642
2020
Q1
$55K Buy
610
+10
+2% +$902 ﹤0.01% 834
2019
Q4
$59K Buy
+600
New +$59K ﹤0.01% 843