Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-125
Closed -$2K 2341
2025
Q1
$2K Buy
125
+19
+18% +$304 ﹤0.01% 2084
2024
Q4
$1K Buy
+106
New +$1K ﹤0.01% 2217
2024
Q2
Hold
0
2304
2024
Q1
Hold
0
2271
2023
Q4
Hold
0
2306
2023
Q2
Sell
-100
Closed -$1K 2277
2023
Q1
$1K Buy
100
+42
+72% +$420 ﹤0.01% 2089
2022
Q4
$0 Buy
+58
New ﹤0.01% 2409
2022
Q3
Hold
0
2607
2022
Q2
Hold
0
2523
2022
Q1
Hold
0
2782
2021
Q4
Sell
-2,870
Closed -$75K 2916
2021
Q3
$75K Hold
2,870
﹤0.01% 1799
2021
Q2
$73K Buy
2,870
+2,851
+15,005% +$72.5K ﹤0.01% 1849
2021
Q1
$0 Buy
+19
New ﹤0.01% 2451
2020
Q4
Hold
0
2257
2020
Q3
Hold
0
2058
2020
Q2
Hold
0
1948
2020
Q1
Sell
-2,100
Closed -$56K 2009
2019
Q4
$56K Buy
+2,100
New +$56K ﹤0.01% 1193
2019
Q3
Hold
0
1798