Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-683
Closed -$8.11K 511
2025
Q1
$8.11K Hold
683
﹤0.01% 278
2024
Q4
$8.81K Hold
683
﹤0.01% 263
2024
Q3
$8.71K Hold
683
﹤0.01% 277
2024
Q2
$9.63K Hold
683
﹤0.01% 251
2024
Q1
$13.2K Hold
683
﹤0.01% 233
2023
Q4
$10.2K Hold
683
﹤0.01% 241
2023
Q3
$7.2K Hold
683
﹤0.01% 254
2023
Q2
$6.55K Hold
683
﹤0.01% 262
2023
Q1
$6.33K Buy
+683
New +$6.33K ﹤0.01% 265
2022
Q4
Sell
-1,000
Closed -$13K 323
2022
Q3
$13K Buy
+1,000
New +$13K ﹤0.01% 232
2022
Q2
Sell
-10,000
Closed -$384K 324
2022
Q1
$384K Sell
10,000
-75
-0.7% -$2.88K 0.13% 58
2021
Q4
$431K Buy
10,075
+5,855
+139% +$250K 0.14% 61
2021
Q3
$226K Hold
4,220
0.08% 80
2021
Q2
$255K Sell
4,220
-1,025
-20% -$61.9K 0.09% 75
2021
Q1
$331K Sell
5,245
-530
-9% -$33.4K 0.13% 60
2020
Q4
$284K Sell
5,775
-475
-8% -$23.4K 0.12% 60
2020
Q3
$172K Buy
6,250
+400
+7% +$11K 0.09% 66
2020
Q2
$193K Sell
5,850
-550
-9% -$18.1K 0.11% 59
2020
Q1
$171K Buy
6,400
+6,200
+3,100% +$166K 0.11% 59
2019
Q4
$8K Buy
+200
New +$8K ﹤0.01% 192