Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$12.7K Sell
500
-42
-8% -$1.07K ﹤0.01% 807
2024
Q4
$11.5K Sell
542
-33
-6% -$698 ﹤0.01% 837
2024
Q3
$11.1K Sell
575
-10
-2% -$193 ﹤0.01% 843
2024
Q2
$9.94K Hold
585
﹤0.01% 874
2024
Q1
$10K Hold
585
﹤0.01% 854
2023
Q4
$11.1K Buy
585
+10
+2% +$189 ﹤0.01% 797
2023
Q3
$9.48K Sell
575
-475
-45% -$7.83K ﹤0.01% 825
2023
Q2
$18.9K Buy
1,050
+550
+110% +$9.9K ﹤0.01% 726
2023
Q1
$9.07K Sell
500
-3,710
-88% -$67.3K ﹤0.01% 842
2022
Q4
$64.2K Buy
4,210
+2,460
+141% +$37.5K ﹤0.01% 484
2022
Q3
$22K Sell
1,750
-195
-10% -$2.45K ﹤0.01% 655
2022
Q2
$31K Hold
1,945
﹤0.01% 617
2022
Q1
$40K Hold
1,945
﹤0.01% 581
2021
Q4
$50K Hold
1,945
﹤0.01% 571
2021
Q3
$43K Hold
1,945
﹤0.01% 588
2021
Q2
$38K Buy
1,945
+195
+11% +$3.81K ﹤0.01% 639
2021
Q1
$38K Sell
1,750
-1,250
-42% -$27.1K ﹤0.01% 566
2020
Q4
$61K Hold
3,000
﹤0.01% 457
2020
Q3
$46K Buy
3,000
+1,250
+71% +$19.2K ﹤0.01% 473
2020
Q2
$24K Buy
1,750
+1,250
+250% +$17.1K ﹤0.01% 577
2020
Q1
$6K Buy
+500
New +$6K ﹤0.01% 739
2015
Q3
Sell
-1,000
Closed -$6K 1008
2015
Q2
$6K Hold
1,000
﹤0.01% 786
2015
Q1
$5K Buy
+1,000
New +$5K ﹤0.01% 772