Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Buy
1,514
+11
+0.7% +$1.03K 0.02% 180
2025
Q1
$110K Buy
+1,503
New +$110K 0.01% 188
2024
Q4
Sell
-1,503
Closed -$113K 276
2024
Q3
$113K Buy
+1,503
New +$113K 0.02% 151
2023
Q4
Sell
-300
Closed -$13.8K 255
2023
Q3
$13.8K Hold
300
﹤0.01% 233
2023
Q2
$13K Sell
300
-200
-40% -$8.63K ﹤0.01% 239
2023
Q1
$15.9K Hold
500
﹤0.01% 226
2022
Q4
$12.4K Hold
500
﹤0.01% 248
2022
Q3
$13K Hold
500
﹤0.01% 243
2022
Q2
$10K Hold
500
﹤0.01% 261
2022
Q1
$18K Hold
500
﹤0.01% 213
2021
Q4
$21K Hold
500
﹤0.01% 215
2021
Q3
$22K Hold
500
0.01% 193
2021
Q2
$25K Buy
+500
New +$25K 0.01% 180
2020
Q2
Sell
-30
Closed -$1K 256
2020
Q1
$1K Sell
30
-650
-96% -$21.7K ﹤0.01% 247
2019
Q4
$20K Sell
680
-32,151
-98% -$946K 0.01% 187
2019
Q3
$1M Buy
32,831
+537
+2% +$16.4K 0.38% 72
2019
Q2
$1.5M Buy
+32,294
New +$1.5M 0.56% 65