Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-500
Closed -$7.52K 1075
2024
Q4
$7.52K Hold
500
﹤0.01% 864
2024
Q3
$6.15K Hold
500
﹤0.01% 887
2024
Q2
$7.38K Hold
500
﹤0.01% 862
2024
Q1
$9.53K Hold
500
﹤0.01% 823
2023
Q4
$8.57K Hold
500
﹤0.01% 829
2023
Q3
$6.46K Hold
500
﹤0.01% 860
2023
Q2
$8.17K Sell
500
-1,800
-78% -$29.4K ﹤0.01% 819
2023
Q1
$45.1K Hold
2,300
﹤0.01% 593
2022
Q4
$38.9K Hold
2,300
﹤0.01% 592
2022
Q3
$32K Hold
2,300
﹤0.01% 634
2022
Q2
$41K Hold
2,300
﹤0.01% 614
2022
Q1
$65K Sell
2,300
-800
-26% -$22.6K ﹤0.01% 559
2021
Q4
$92K Hold
3,100
﹤0.01% 508
2021
Q3
$100K Sell
3,100
-800
-21% -$25.8K ﹤0.01% 482
2021
Q2
$137K Hold
3,900
﹤0.01% 438
2021
Q1
$146K Sell
3,900
-1,560
-29% -$58.4K ﹤0.01% 432
2020
Q4
$128K Sell
5,460
-3,240
-37% -$76K ﹤0.01% 449
2020
Q3
$132K Sell
8,700
-300
-3% -$4.55K ﹤0.01% 416
2020
Q2
$132K Buy
9,000
+500
+6% +$7.33K ﹤0.01% 400
2020
Q1
$72K Buy
8,500
+1,300
+18% +$11K ﹤0.01% 444
2019
Q4
$112K Buy
+7,200
New +$112K ﹤0.01% 457