Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.17K Hold
1,000
﹤0.01% 393
2025
Q1
$4.98K Hold
1,000
﹤0.01% 383
2024
Q4
$4.45K Hold
1,000
﹤0.01% 380
2024
Q3
$4.37K Hold
1,000
﹤0.01% 409
2024
Q2
$3.85K Hold
1,000
﹤0.01% 433
2024
Q1
$3.52K Hold
1,000
﹤0.01% 435
2023
Q4
$3K Sell
1,000
-5,013
-83% -$15K ﹤0.01% 468
2023
Q3
$21.3K Sell
6,013
-12,987
-68% -$46K 0.01% 279
2023
Q2
$79.2K Hold
19,000
0.04% 135
2023
Q1
$92K Hold
19,000
0.06% 129
2022
Q4
$87.9K Hold
19,000
0.06% 125
2022
Q3
$90K Hold
19,000
0.07% 126
2022
Q2
$92K Buy
19,000
+1,000
+6% +$4.84K 0.06% 135
2022
Q1
$96K Hold
18,000
0.06% 131
2021
Q4
$110K Hold
18,000
0.07% 123
2021
Q3
$100K Hold
18,000
0.07% 117
2021
Q2
$96K Hold
18,000
0.07% 110
2021
Q1
$72K Buy
18,000
+9,790
+119% +$39.2K 0.06% 122
2020
Q4
$32K Sell
8,210
-42,886
-84% -$167K 0.03% 156
2020
Q3
$200K Sell
51,096
-2,950
-5% -$11.5K 0.22% 69
2020
Q2
$239K Sell
54,046
-735
-1% -$3.25K 0.27% 63
2020
Q1
$173K Sell
54,781
-3,815
-7% -$12K 0.21% 65
2019
Q4
$217K Buy
+58,596
New +$217K 0.21% 70