Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-600
Closed -$60.2K 124
2025
Q1
$60.2K Hold
600
0.02% 223
2024
Q4
$53.5K Hold
600
0.02% 261
2024
Q3
$52.5K Hold
600
0.02% 267
2024
Q2
$42.7K Hold
600
0.01% 276
2024
Q1
$44.4K Hold
600
0.02% 271
2023
Q4
$43.4K Hold
600
0.02% 281
2023
Q3
$44.9K Hold
600
0.02% 260
2023
Q2
$49K Hold
600
0.02% 246
2023
Q1
$51.8K Hold
600
0.03% 221
2022
Q4
$53.4K Hold
600
0.03% 214
2022
Q3
$48K Hold
600
0.03% 230
2022
Q2
$54K Sell
600
-80
-12% -$7.2K 0.03% 241
2022
Q1
$64K Hold
680
0.03% 241
2021
Q4
$61K Hold
680
0.02% 258
2021
Q3
$55K Buy
+680
New +$55K 0.03% 275
2020
Q1
Sell
-760
Closed -$58K 118
2019
Q4
$58K Buy
+760
New +$58K 0.04% 247