Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,428
Closed -$39.7K 476
2025
Q1
$39.7K Sell
10,428
-650
-6% -$2.48K 0.01% 267
2024
Q4
$48.3K Hold
11,078
0.01% 280
2024
Q3
$74K Hold
11,078
0.02% 220
2024
Q2
$46.1K Hold
11,078
0.01% 269
2024
Q1
$49.9K Buy
11,078
+1,000
+10% +$4.5K 0.02% 249
2023
Q4
$91.4K Hold
10,078
0.03% 193
2023
Q3
$91.1K Hold
10,078
0.04% 180
2023
Q2
$97.7K Buy
10,078
+300
+3% +$2.91K 0.04% 173
2023
Q1
$103K Hold
9,778
0.05% 157
2022
Q4
$95.3K Buy
9,778
+800
+9% +$7.8K 0.05% 154
2022
Q3
$142K Hold
8,978
0.07% 137
2022
Q2
$195K Buy
8,978
+495
+6% +$10.8K 0.1% 124
2022
Q1
$178K Buy
8,483
+105
+1% +$2.2K 0.07% 146
2021
Q4
$265K Sell
8,378
-200
-2% -$6.33K 0.11% 131
2021
Q3
$306K Buy
8,578
+500
+6% +$17.8K 0.14% 114
2021
Q2
$429K Hold
8,078
0.23% 86
2021
Q1
$314K Buy
8,078
+100
+1% +$3.89K 0.19% 100
2020
Q4
$388K Buy
+7,978
New +$388K 0.27% 83
2020
Q1
Sell
-500
Closed -$2K 418
2019
Q4
$2K Buy
+500
New +$2K ﹤0.01% 618