Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,000
Closed -$82.9K 2029
2025
Q1
$82.9K Sell
4,000
-6,800
-63% -$141K ﹤0.01% 892
2024
Q4
$128K Buy
10,800
+9,800
+980% +$116K ﹤0.01% 800
2024
Q3
$12.2K Hold
1,000
﹤0.01% 1264
2024
Q2
$7.33K Hold
1,000
﹤0.01% 1341
2024
Q1
$7.68K Hold
1,000
﹤0.01% 1340
2023
Q4
$14.6K Hold
1,000
﹤0.01% 1185
2023
Q3
$18.4K Hold
1,000
﹤0.01% 1127
2023
Q2
$13.4K Hold
1,000
﹤0.01% 1188
2023
Q1
$11.1K Hold
1,000
﹤0.01% 1221
2022
Q4
$10K Hold
1,000
﹤0.01% 1304
2022
Q3
$12K Hold
1,000
﹤0.01% 1420
2022
Q2
$32K Hold
1,000
﹤0.01% 1269
2022
Q1
$28K Hold
1,000
﹤0.01% 1428
2021
Q4
$50K Hold
1,000
﹤0.01% 1253
2021
Q3
$36K Hold
1,000
﹤0.01% 1272
2021
Q2
$44K Hold
1,000
﹤0.01% 1125
2021
Q1
$37K Hold
1,000
﹤0.01% 1139
2020
Q4
$43K Hold
1,000
﹤0.01% 903
2020
Q3
$20K Buy
+1,000
New +$20K ﹤0.01% 991