Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-600
Closed -$81.6K 397
2025
Q1
$81.6K Hold
600
0.03% 182
2024
Q4
$86.3K Hold
600
0.03% 195
2024
Q3
$71.9K Hold
600
0.02% 223
2024
Q2
$65.3K Hold
600
0.02% 224
2024
Q1
$80.4K Hold
600
0.03% 201
2023
Q4
$76.4K Hold
600
0.03% 214
2023
Q3
$76.1K Hold
600
0.03% 207
2023
Q2
$64.8K Hold
600
0.03% 218
2023
Q1
$52.9K Sell
600
-200
-25% -$17.6K 0.03% 218
2022
Q4
$54.6K Hold
800
0.03% 210
2022
Q3
$46K Hold
800
0.02% 238
2022
Q2
$41K Hold
800
0.02% 277
2022
Q1
$49K Hold
800
0.02% 271
2021
Q4
$56K Hold
800
0.02% 271
2021
Q3
$47K Buy
+800
New +$47K 0.02% 295
2020
Q1
Sell
-97
Closed -$4K 353
2019
Q4
$4K Buy
+97
New +$4K ﹤0.01% 575