Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,000
Closed -$33.1K 559
2025
Q1
$33.1K Hold
5,000
0.01% 204
2024
Q4
$25.7K Sell
5,000
-1,000
-17% -$5.14K 0.01% 213
2024
Q3
$36.9K Buy
6,000
+1,250
+26% +$7.69K 0.01% 205
2024
Q2
$37.4K Buy
4,750
+1,250
+36% +$9.84K 0.01% 193
2024
Q1
$28.7K Buy
3,500
+1,500
+75% +$12.3K 0.01% 202
2023
Q4
$13.9K Buy
+2,000
New +$13.9K ﹤0.01% 232
2020
Q3
Sell
-21,920
Closed -$36K 235
2020
Q2
$36K Hold
21,920
0.02% 126
2020
Q1
$16K Buy
21,920
+16,000
+270% +$11.7K 0.01% 157
2019
Q4
$26K Hold
5,920
0.01% 150
2019
Q3
$25K Buy
5,920
+3,320
+128% +$14K 0.01% 156
2019
Q2
$9K Buy
+2,600
New +$9K ﹤0.01% 182