Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.3K Hold
14,500
﹤0.01% 868
2025
Q1
$41.3K Buy
+14,500
New +$41.3K ﹤0.01% 855
2024
Q4
Sell
-13,500
Closed -$41.6K 886
2024
Q3
$41.6K Buy
13,500
+3,500
+35% +$10.8K ﹤0.01% 868
2024
Q2
$27K Sell
10,000
-14,850
-60% -$40.1K ﹤0.01% 839
2024
Q1
$64.9K Hold
24,850
﹤0.01% 874
2023
Q4
$78.5K Hold
24,850
﹤0.01% 810
2023
Q3
$71.8K Sell
24,850
-7,500
-23% -$21.7K ﹤0.01% 803
2023
Q2
$115K Hold
32,350
0.01% 792
2023
Q1
$127K Sell
32,350
-1,500
-4% -$5.91K 0.01% 792
2022
Q4
$121K Hold
33,850
0.01% 790
2022
Q3
$109K Hold
33,850
0.01% 759
2022
Q2
$115K Hold
33,850
0.01% 744
2022
Q1
$155K Hold
33,850
0.01% 791
2021
Q4
$133K Sell
33,850
-4,000
-11% -$15.7K 0.01% 806
2021
Q3
$129K Buy
+37,850
New +$129K 0.01% 786