Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,100
Closed -$58.9K 457
2025
Q1
$58.9K Buy
1,100
+270
+33% +$14.5K 0.02% 225
2024
Q4
$39.7K Hold
830
0.01% 308
2024
Q3
$36.9K Hold
830
0.01% 316
2024
Q2
$35.4K Hold
830
0.01% 309
2024
Q1
$34.5K Sell
830
-70
-8% -$2.91K 0.01% 314
2023
Q4
$33K Buy
900
+350
+64% +$12.9K 0.01% 326
2023
Q3
$19.6K Hold
550
0.01% 390
2023
Q2
$18.7K Sell
550
-340
-38% -$11.5K 0.01% 404
2023
Q1
$30.7K Buy
890
+340
+62% +$11.7K 0.01% 282
2022
Q4
$18.1K Sell
550
-50
-8% -$1.64K 0.01% 333
2022
Q3
$18K Hold
600
0.01% 340
2022
Q2
$17K Hold
600
0.01% 377
2022
Q1
$20K Buy
600
+300
+100% +$10K 0.01% 371
2021
Q4
$9K Sell
300
-750
-71% -$22.5K ﹤0.01% 519
2021
Q3
$30K Buy
+1,050
New +$30K 0.01% 333