Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.8K Buy
+200
New +$37.8K 0.02% 227
2024
Q3
Sell
-30
Closed -$7.33K 321
2024
Q2
$7.33K Hold
30
﹤0.01% 252
2024
Q1
$10.4K Sell
30
-170
-85% -$59.2K 0.01% 238
2023
Q4
$58.3K Hold
200
0.04% 139
2023
Q3
$52.9K Buy
+200
New +$52.9K 0.05% 144
2022
Q2
Sell
-85
Closed -$28K 383
2022
Q1
$28K Sell
85
-1,269
-94% -$418K 0.02% 237
2021
Q4
$726K Buy
1,354
+40
+3% +$21.4K 0.44% 66
2021
Q3
$876K Buy
1,314
+605
+85% +$403K 0.5% 57
2021
Q2
$481K Buy
709
+45
+7% +$30.5K 0.59% 50
2021
Q1
$396K Sell
664
-150
-18% -$89.5K 0.54% 63
2020
Q4
$364 Buy
+814
New +$364 0.15% 53
2020
Q1
Sell
-1,205
Closed -$257K 353
2019
Q4
$257K Buy
+1,205
New +$257K 0.52% 43
2019
Q1
Sell
-550
Closed -$66K 44
2018
Q4
$66K Buy
+550
New +$66K 0.38% 29