Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.48K Sell
200
-2,360
-92% -$29.3K ﹤0.01% 1024
2024
Q4
$32.9K Buy
2,560
+2,360
+1,180% +$30.4K ﹤0.01% 668
2024
Q3
$4.01K Hold
200
﹤0.01% 977
2024
Q2
$3.51K Sell
200
-1,748
-90% -$30.7K ﹤0.01% 1030
2024
Q1
$34.9K Buy
1,948
+1,748
+874% +$31.3K ﹤0.01% 649
2023
Q4
$3.85K Hold
200
﹤0.01% 943
2023
Q3
$3.04K Hold
200
﹤0.01% 988
2023
Q2
$4.15K Hold
200
﹤0.01% 987
2023
Q1
$4.82K Hold
200
﹤0.01% 929
2022
Q4
$5.75K Hold
200
﹤0.01% 905
2022
Q3
$5K Hold
200
﹤0.01% 906
2022
Q2
$4K Sell
200
-360
-64% -$7.2K ﹤0.01% 963
2022
Q1
$14K Sell
560
-300
-35% -$7.5K ﹤0.01% 782
2021
Q4
$21K Hold
860
﹤0.01% 755
2021
Q3
$20K Hold
860
﹤0.01% 754
2021
Q2
$22K Sell
860
-188
-18% -$4.81K ﹤0.01% 757
2021
Q1
$28K Hold
1,048
﹤0.01% 612
2020
Q4
$25K Hold
1,048
﹤0.01% 600
2020
Q3
$19K Hold
1,048
﹤0.01% 596
2020
Q2
$15K Hold
1,048
﹤0.01% 638
2020
Q1
$14K Buy
1,048
+200
+24% +$2.67K ﹤0.01% 622
2019
Q4
$17K Hold
848
﹤0.01% 639
2019
Q3
$14K Hold
848
﹤0.01% 678
2019
Q2
$14K Buy
+848
New +$14K ﹤0.01% 665
2014
Q2
Sell
-1,108
Closed -$16K 786
2014
Q1
$16K Hold
1,108
﹤0.01% 516
2013
Q4
$16K Hold
1,108
﹤0.01% 507
2013
Q3
$15K Hold
1,108
﹤0.01% 504
2013
Q2
$13K Buy
+1,108
New +$13K ﹤0.01% 497