Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.63K Hold
200
﹤0.01% 794
2025
Q1
$2.87K Sell
200
-950
-83% -$13.6K ﹤0.01% 835
2024
Q4
$26.2K Sell
1,150
-100
-8% -$2.27K 0.01% 553
2024
Q3
$37.2K Hold
1,250
0.01% 519
2024
Q2
$49.1K Hold
1,250
0.01% 500
2024
Q1
$66.3K Hold
1,250
0.02% 457
2023
Q4
$70.4K Hold
1,250
0.02% 460
2023
Q3
$57.7K Hold
1,250
0.02% 490
2023
Q2
$58.5K Hold
1,250
0.01% 491
2023
Q1
$56.2K Hold
1,250
0.01% 505
2022
Q4
$56.9K Hold
1,250
0.02% 495
2022
Q3
$44K Hold
1,250
0.01% 519
2022
Q2
$38K Hold
1,250
0.01% 553
2022
Q1
$57K Hold
1,250
0.02% 499
2021
Q4
$49K Sell
1,250
-30
-2% -$1.18K 0.01% 526
2021
Q3
$51K Hold
1,280
0.02% 517
2021
Q2
$61K Sell
1,280
-50
-4% -$2.38K 0.02% 491
2021
Q1
$58K Hold
1,330
0.02% 487
2020
Q4
$39K Hold
1,330
0.02% 588
2020
Q3
$26K Sell
1,330
-240
-15% -$4.69K 0.01% 625
2020
Q2
$37K Hold
1,570
0.02% 550
2020
Q1
$26K Hold
1,570
0.02% 560
2019
Q4
$43K Hold
1,570
0.02% 546
2019
Q3
$28K Hold
1,570
0.01% 618
2019
Q2
$32K Buy
1,570
+50
+3% +$1.02K 0.02% 585
2019
Q1
$55K Hold
1,520
0.03% 494
2018
Q4
$39K Buy
1,520
+40
+3% +$1.03K 0.03% 300
2018
Q3
$48K Sell
1,480
-40
-3% -$1.3K 0.03% 327
2018
Q2
$39K Hold
1,520
0.02% 330
2018
Q1
$33K Buy
1,520
+100
+7% +$2.17K 0.02% 333
2017
Q4
$50K Buy
+1,420
New +$50K 0.03% 322