Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.6K Buy
1,050
+100
+11% +$343 ﹤0.01% 1581
2025
Q1
$3.62K Hold
950
﹤0.01% 1553
2024
Q4
$4.14K Hold
950
﹤0.01% 1466
2024
Q3
$6.35K Hold
950
﹤0.01% 1318
2024
Q2
$3.95K Hold
950
﹤0.01% 1373
2024
Q1
$4.28K Hold
950
﹤0.01% 1345
2023
Q4
$8.62K Hold
950
﹤0.01% 1135
2023
Q3
$8.59K Hold
950
﹤0.01% 1068
2023
Q2
$9.21K Hold
950
﹤0.01% 1039
2023
Q1
$9.99K Sell
950
-100
-10% -$1.05K ﹤0.01% 956
2022
Q4
$10.2K Hold
1,050
﹤0.01% 896
2022
Q3
$17K Hold
1,050
﹤0.01% 776
2022
Q2
$23K Hold
1,050
﹤0.01% 710
2022
Q1
$22K Hold
1,050
﹤0.01% 746
2021
Q4
$33K Sell
1,050
-1,890
-64% -$59.4K 0.01% 655
2021
Q3
$105K Sell
2,940
-2,000
-40% -$71.4K 0.02% 434
2021
Q2
$263K Buy
4,940
+950
+24% +$50.6K 0.05% 258
2021
Q1
$156K Hold
3,990
0.03% 321
2020
Q4
$194K Hold
3,990
0.04% 257
2020
Q3
$85K Hold
3,990
0.02% 374
2020
Q2
$31K Buy
+3,990
New +$31K 0.01% 504