Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
4047
2025
Q1
Hold
0
-$226 4660
2024
Q4
Hold
0
3674
2023
Q1
Sell
-414
Closed -$16K 4299
2022
Q4
$16K Buy
414
+38
+10% +$1.47K ﹤0.01% 3081
2022
Q3
$8K Hold
376
﹤0.01% 3806
2022
Q2
$8K Hold
376
﹤0.01% 3556
2022
Q1
$8K Sell
376
-374
-50% -$7.96K ﹤0.01% 3556
2021
Q4
$22K Hold
750
﹤0.01% 1876
2021
Q3
$25K Sell
750
-200
-21% -$6.67K ﹤0.01% 1841
2021
Q2
$34K Sell
950
-100
-10% -$3.58K ﹤0.01% 1692
2021
Q1
$39K Buy
1,050
+825
+367% +$30.6K ﹤0.01% 1566
2020
Q4
$5K Buy
+225
New +$5K ﹤0.01% 2331
2020
Q3
Hold
0
3776
2019
Q4
Sell
-100
Closed -$1K 3513
2019
Q3
$1K Buy
+100
New +$1K ﹤0.01% 2912