Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.6K Buy
952
+652
+217% +$18.9K 0.01% 245
2025
Q1
$8.48K Hold
300
﹤0.01% 246
2024
Q4
$6.83K Hold
300
﹤0.01% 257
2024
Q3
$6.6K Hold
300
﹤0.01% 262
2024
Q2
$5.73K Hold
300
﹤0.01% 262
2024
Q1
$5.28K Hold
300
﹤0.01% 266
2023
Q4
$5.03K Hold
300
﹤0.01% 265
2023
Q3
$4.51K Hold
300
﹤0.01% 266
2023
Q2
$4.79K Hold
300
﹤0.01% 265
2023
Q1
$5.78K Hold
300
0.01% 224
2022
Q4
$5.52K Hold
300
﹤0.01% 237
2022
Q3
$5K Hold
300
﹤0.01% 263
2022
Q2
$6K Sell
300
-97
-24% -$1.94K ﹤0.01% 288
2022
Q1
$7K Hold
397
﹤0.01% 314
2021
Q4
$7K Hold
397
﹤0.01% 348
2021
Q3
$8K Buy
+397
New +$8K ﹤0.01% 372
2020
Q3
Sell
-3,045
Closed -$70K 222
2020
Q2
$70K Hold
3,045
0.17% 95
2020
Q1
$67K Buy
3,045
+773
+34% +$17K 0.26% 65
2019
Q4
$67K Buy
+2,272
New +$67K 0.13% 95