Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
378
2025
Q1
Hold
0
348
2024
Q4
Hold
0
357
2024
Q3
Hold
0
334
2024
Q2
Sell
-1,000
Closed -$176K 347
2024
Q1
$176K Buy
+1,000
New +$176K 0.03% 230
2023
Q2
Sell
-500
Closed -$104K 424
2023
Q1
$104K Sell
500
-1,500
-75% -$311K 0.02% 216
2022
Q4
$246K Buy
2,000
+300
+18% +$37K 0.08% 118
2022
Q3
$451K Buy
+1,700
New +$451K 0.1% 113
2022
Q2
Sell
-600
Closed -$216K 447
2022
Q1
$216K Buy
+600
New +$216K 0.03% 230
2021
Q4
Hold
0
472
2021
Q3
Sell
-2,100
Closed -$476K 507
2021
Q2
$476K Buy
2,100
+1,200
+133% +$272K 0.05% 186
2021
Q1
$200K Buy
+900
New +$200K 0.02% 251