Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-400
Closed -$13.5K 526
2024
Q4
$13.5K Hold
400
﹤0.01% 366
2024
Q3
$16.4K Hold
400
0.01% 349
2024
Q2
$15.4K Hold
400
0.01% 338
2024
Q1
$17.1K Hold
400
0.01% 342
2023
Q4
$14.8K Hold
400
0.01% 360
2023
Q3
$14.5K Hold
400
0.01% 363
2023
Q2
$14.3K Hold
400
0.01% 368
2023
Q1
$14.2K Sell
400
-286
-42% -$10.2K 0.01% 354
2022
Q4
$24.1K Sell
686
-530
-44% -$18.6K 0.01% 319
2022
Q3
$53K Buy
1,216
+243
+25% +$10.6K 0.03% 226
2022
Q2
$53K Hold
973
0.02% 246
2022
Q1
$53K Buy
973
+400
+70% +$21.8K 0.02% 241
2021
Q4
$32K Sell
573
-400
-41% -$22.3K 0.01% 273
2021
Q3
$46K Sell
973
-286
-23% -$13.5K 0.02% 244
2021
Q2
$63K Hold
1,259
0.03% 209
2021
Q1
$56K Hold
1,259
0.03% 202
2020
Q4
$58K Hold
1,259
0.03% 198
2020
Q3
$59K Hold
1,259
0.04% 165
2020
Q2
$64K Hold
1,259
0.04% 158
2020
Q1
$60K Sell
1,259
-16
-1% -$763 0.05% 160
2019
Q4
$75K Buy
+1,275
New +$75K 0.05% 150