Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17K Hold
695
﹤0.01% 405
2025
Q1
$19.2K Hold
695
﹤0.01% 395
2024
Q4
$22.7K Hold
695
﹤0.01% 334
2024
Q3
$24.9K Hold
695
﹤0.01% 312
2024
Q2
$24.3K Hold
695
﹤0.01% 304
2024
Q1
$21K Sell
695
-700
-50% -$21.2K ﹤0.01% 320
2023
Q4
$42K Sell
1,395
-195
-12% -$5.87K 0.01% 240
2023
Q3
$40.9K Sell
1,590
-160
-9% -$4.11K 0.01% 230
2023
Q2
$53.7K Hold
1,750
0.01% 215
2023
Q1
$51.4K Sell
1,750
-1,500
-46% -$44K 0.01% 215
2022
Q4
$87.3K Sell
3,250
-1,247
-28% -$33.5K 0.02% 174
2022
Q3
$112K Hold
4,497
0.03% 150
2022
Q2
$147K Hold
4,497
0.04% 137
2022
Q1
$163K Hold
4,497
0.03% 144
2021
Q4
$169K Hold
4,497
0.03% 139
2021
Q3
$123K Hold
4,497
0.03% 151
2021
Q2
$136K Buy
4,497
+3,802
+547% +$115K 0.03% 146
2021
Q1
$22K Hold
695
0.01% 299
2020
Q4
$17K Hold
695
﹤0.01% 301
2020
Q3
$13K Hold
695
﹤0.01% 291
2020
Q2
$12K Sell
695
-400
-37% -$6.91K ﹤0.01% 296
2020
Q1
$19K Sell
1,095
-948
-46% -$16.4K 0.01% 260
2019
Q4
$42K Buy
+2,043
New +$42K 0.01% 202