Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$60.8K Sell
1,800
-230
-11% -$7.77K ﹤0.01% 539
2024
Q4
$69.3K Sell
2,030
-200
-9% -$6.83K ﹤0.01% 518
2024
Q3
$74K Hold
2,230
﹤0.01% 516
2024
Q2
$60.5K Sell
2,230
-120
-5% -$3.25K ﹤0.01% 544
2024
Q1
$69.4K Sell
2,350
-200
-8% -$5.91K ﹤0.01% 519
2023
Q4
$70.7K Hold
2,550
﹤0.01% 498
2023
Q3
$57.6K Sell
2,550
-200
-7% -$4.52K ﹤0.01% 522
2023
Q2
$60.7K Hold
2,750
﹤0.01% 506
2023
Q1
$54K Sell
2,750
-250
-8% -$4.91K ﹤0.01% 520
2022
Q4
$53.8K Sell
3,000
-350
-10% -$6.28K ﹤0.01% 521
2022
Q3
$46K Sell
3,350
-650
-16% -$8.93K ﹤0.01% 528
2022
Q2
$57K Hold
4,000
﹤0.01% 493
2022
Q1
$69K Sell
4,000
-2,395
-37% -$41.3K ﹤0.01% 481
2021
Q4
$123K Buy
6,395
+2,095
+49% +$40.3K 0.01% 410
2021
Q3
$70K Hold
4,300
﹤0.01% 493
2021
Q2
$81K Sell
4,300
-1,200
-22% -$22.6K ﹤0.01% 468
2021
Q1
$83K Hold
5,500
﹤0.01% 433
2020
Q4
$55K Hold
5,500
﹤0.01% 473
2020
Q3
$33K Hold
5,500
﹤0.01% 526
2020
Q2
$39K Buy
5,500
+4,500
+450% +$31.9K ﹤0.01% 492
2020
Q1
$5K Hold
1,000
﹤0.01% 762
2019
Q4
$15K Sell
1,000
-900
-47% -$13.5K ﹤0.01% 664
2019
Q3
$29K Sell
1,900
-400
-17% -$6.11K ﹤0.01% 558
2019
Q2
$37K Hold
2,300
﹤0.01% 509
2019
Q1
$48K Sell
2,300
-1,200
-34% -$25K ﹤0.01% 453
2018
Q4
$71K Buy
+3,500
New +$71K 0.01% 402
2015
Q4
Sell
-201
Closed -$7K 979
2015
Q3
$7K Buy
+201
New +$7K ﹤0.01% 723