Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-705
Closed -$44K 179
2024
Q4
$44K Sell
705
-710
-50% -$44.3K 0.02% 124
2024
Q3
$92K Hold
1,415
0.03% 112
2024
Q2
$76K Sell
1,415
-185
-12% -$9.94K 0.03% 113
2024
Q1
$84.4K Hold
1,600
0.03% 109
2023
Q4
$70K Hold
1,600
0.03% 114
2023
Q3
$71K Hold
1,600
0.03% 112
2023
Q2
$72K Hold
1,600
0.03% 116
2023
Q1
$69K Hold
1,600
0.04% 120
2022
Q4
$66K Hold
1,600
0.03% 123
2022
Q3
$59K Hold
1,600
0.03% 125
2022
Q2
$67K Hold
1,600
0.03% 122
2022
Q1
$92K Buy
1,600
+75
+5% +$4.31K 0.04% 118
2021
Q4
$101K Buy
1,525
+1,015
+199% +$67.2K 0.04% 116
2021
Q3
$36K Buy
510
+110
+28% +$7.77K 0.02% 135
2021
Q2
$28K Buy
400
+335
+515% +$23.5K 0.01% 136
2021
Q1
$4K Buy
+65
New +$4K ﹤0.01% 158