Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.7K Hold
3,000
0.02% 261
2025
Q1
$40.4K Hold
3,000
0.02% 259
2024
Q4
$44.3K Sell
3,000
-2,000
-40% -$29.6K 0.02% 248
2024
Q3
$70.6K Hold
5,000
0.03% 223
2024
Q2
$68.4K Sell
5,000
-2,022
-29% -$27.7K 0.03% 219
2024
Q1
$99K Hold
7,022
0.05% 201
2023
Q4
$96.7K Hold
7,022
0.05% 190
2023
Q3
$75.8K Hold
7,022
0.04% 204
2023
Q2
$80.3K Hold
7,022
0.05% 197
2023
Q1
$81.5K Hold
7,022
0.05% 190
2022
Q4
$91.6K Buy
7,022
+2,022
+40% +$26.4K 0.06% 183
2022
Q3
$58K Hold
5,000
0.04% 208
2022
Q2
$54K Hold
5,000
0.03% 210
2022
Q1
$62K Hold
5,000
0.03% 209
2021
Q4
$61K Sell
5,000
-100
-2% -$1.22K 0.03% 208
2021
Q3
$59K Sell
5,100
-20,000
-80% -$231K 0.04% 216
2021
Q2
$309K Hold
25,100
0.19% 121
2021
Q1
$319K Sell
25,100
-3,599
-13% -$45.7K 0.22% 106
2020
Q4
$273K Hold
28,699
0.21% 108
2020
Q3
$195K Hold
28,699
0.16% 117
2020
Q2
$215K Hold
28,699
0.19% 110
2020
Q1
$212K Hold
28,699
0.23% 110
2019
Q4
$364K Hold
28,699
0.31% 98
2019
Q3
$331K Hold
28,699
0.31% 96
2019
Q2
$338K Buy
28,699
+28,449
+11,380% +$335K 0.29% 95
2019
Q1
$3K Hold
250
﹤0.01% 349
2018
Q4
$2K Buy
+250
New +$2K ﹤0.01% 320