Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-600
Closed -$27.5K 318
2025
Q1
$27.5K Hold
600
0.01% 331
2024
Q4
$28.5K Hold
600
0.01% 355
2024
Q3
$27.1K Hold
600
0.01% 367
2024
Q2
$23.3K Hold
600
0.01% 375
2024
Q1
$19.8K Sell
600
-202
-25% -$6.66K 0.01% 400
2023
Q4
$24.4K Buy
802
+202
+34% +$6.15K 0.01% 375
2023
Q3
$18.3K Hold
600
0.01% 406
2023
Q2
$21K Hold
600
0.01% 385
2023
Q1
$21.2K Hold
600
0.01% 329
2022
Q4
$19.2K Hold
600
0.01% 325
2022
Q3
$17K Hold
600
0.01% 347
2022
Q2
$19K Hold
600
0.01% 361
2022
Q1
$22K Hold
600
0.01% 356
2021
Q4
$22K Hold
600
0.01% 385
2021
Q3
$22K Buy
+600
New +$22K 0.01% 370
2020
Q1
Sell
-600
Closed -$17K 279
2019
Q4
$17K Buy
+600
New +$17K 0.01% 398