Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$54.6K Sell
800
-70
-8% -$4.78K ﹤0.01% 557
2024
Q4
$67.7K Sell
870
-4
-0.5% -$311 ﹤0.01% 522
2024
Q3
$58.6K Buy
874
+74
+9% +$4.96K ﹤0.01% 559
2024
Q2
$90.7K Sell
800
-60
-7% -$6.8K ﹤0.01% 467
2024
Q1
$119K Hold
860
0.01% 433
2023
Q4
$107K Hold
860
0.01% 440
2023
Q3
$80.2K Hold
860
﹤0.01% 463
2023
Q2
$111K Sell
860
-60
-7% -$7.71K 0.01% 427
2023
Q1
$107K Sell
920
-64
-7% -$7.44K 0.01% 424
2022
Q4
$111K Buy
984
+124
+14% +$14K 0.01% 410
2022
Q3
$69K Hold
860
﹤0.01% 460
2022
Q2
$64K Sell
860
-20
-2% -$1.49K ﹤0.01% 471
2022
Q1
$113K Hold
880
0.01% 402
2021
Q4
$118K Hold
880
0.01% 415
2021
Q3
$120K Hold
880
0.01% 388
2021
Q2
$94K Hold
880
0.01% 442
2021
Q1
$79K Hold
880
﹤0.01% 441
2020
Q4
$82K Buy
880
+80
+10% +$7.46K 0.01% 415
2020
Q3
$82K Hold
800
0.01% 394
2020
Q2
$81K Sell
800
-28
-3% -$2.84K 0.01% 385
2020
Q1
$56K Buy
828
+28
+4% +$1.89K 0.01% 417
2019
Q4
$44K Hold
800
﹤0.01% 489
2019
Q3
$30K Hold
800
﹤0.01% 550
2019
Q2
$30K Hold
800
﹤0.01% 541
2019
Q1
$24K Hold
800
﹤0.01% 550
2018
Q4
$24K Hold
800
﹤0.01% 543
2018
Q3
$29K Buy
+800
New +$29K ﹤0.01% 536