Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,900
Closed -$54K 224
2024
Q4
$54K Sell
1,900
-700
-27% -$19.9K 0.01% 128
2024
Q3
$83K Hold
2,600
0.01% 105
2024
Q2
$85K Hold
2,600
0.01% 104
2024
Q1
$96K Hold
2,600
0.01% 100
2023
Q4
$80K Hold
2,600
0.01% 114
2023
Q3
$87K Hold
2,600
0.01% 93
2023
Q2
$79K Hold
2,600
0.01% 102
2023
Q1
$69K Hold
2,600
0.01% 99
2022
Q4
$59K Hold
2,600
0.01% 107
2022
Q3
$56K Hold
2,600
0.01% 104
2022
Q2
$63K Hold
2,600
0.01% 103
2022
Q1
$74K Buy
2,600
+500
+24% +$14.2K 0.01% 107
2021
Q4
$60K Hold
2,100
0.01% 113
2021
Q3
$64K Hold
2,100
0.01% 105
2021
Q2
$68K Buy
+2,100
New +$68K 0.01% 106
2015
Q3
Sell
-702
Closed -$23K 220
2015
Q2
$23K Hold
702
0.01% 190
2015
Q1
$23K Buy
+702
New +$23K 0.01% 186
2014
Q4
Sell
-689
Closed -$24K 366
2014
Q3
$24K Hold
689
0.01% 180
2014
Q2
$24K Hold
689
0.01% 182
2014
Q1
$25K Hold
689
0.01% 201
2013
Q4
$28K Buy
+689
New +$28K 0.01% 167