Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-425
Closed -$18K 825
2025
Q1
$18K Hold
425
﹤0.01% 357
2024
Q4
$18.5K Hold
425
﹤0.01% 362
2024
Q3
$19.2K Hold
425
﹤0.01% 410
2024
Q2
$19.8K Hold
425
﹤0.01% 553
2024
Q1
$24.8K Hold
425
﹤0.01% 468
2023
Q4
$22.7K Hold
425
﹤0.01% 158
2023
Q3
$16.5K Hold
425
﹤0.01% 210
2023
Q2
$18.8K Hold
425
﹤0.01% 349
2023
Q1
$16K Hold
425
﹤0.01% 472
2022
Q4
$12.7K Hold
425
﹤0.01% 507
2022
Q3
$10K Hold
425
﹤0.01% 674
2022
Q2
$11K Hold
425
﹤0.01% 575
2022
Q1
$15K Hold
425
﹤0.01% 327
2021
Q4
$17K Hold
425
﹤0.01% 274
2021
Q3
$19K Sell
425
-23
-5% -$1.03K ﹤0.01% 215
2021
Q2
$19K Sell
448
-45
-9% -$1.91K ﹤0.01% 221
2021
Q1
$23K Hold
493
0.01% 211
2020
Q4
$22K Buy
493
+343
+229% +$15.3K 0.01% 196
2020
Q3
$5K Buy
+150
New +$5K ﹤0.01% 364