Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,313
Closed -$74.9K 1496
2025
Q1
$74.9K Buy
11,313
+1
+0% +$7 ﹤0.01% 1331
2024
Q4
$58.1K Buy
11,312
+1
+0% +$5 ﹤0.01% 1422
2024
Q3
$69.6K Buy
11,311
+507
+5% +$3.12K ﹤0.01% 1401
2024
Q2
$85K Sell
10,804
-127
-1% -$1K ﹤0.01% 1328
2024
Q1
$89.5K Buy
10,931
+131
+1% +$1.07K ﹤0.01% 1340
2023
Q4
$74.8K Buy
10,800
+100
+0.9% +$693 ﹤0.01% 1330
2023
Q3
$88.8K Hold
10,700
﹤0.01% 1234
2023
Q2
$72K Sell
10,700
-1,505
-12% -$10.1K ﹤0.01% 1163
2023
Q1
$86.2K Buy
12,205
+5
+0% +$35 ﹤0.01% 1091
2022
Q4
$87.2K Hold
12,200
﹤0.01% 1099
2022
Q3
$75K Hold
12,200
﹤0.01% 1087
2022
Q2
$87K Buy
12,200
+1,500
+14% +$10.7K ﹤0.01% 1145
2022
Q1
$78K Hold
10,700
﹤0.01% 1226
2021
Q4
$57K Hold
10,700
﹤0.01% 1234
2021
Q3
$49K Hold
10,700
﹤0.01% 1166
2021
Q2
$48K Hold
10,700
﹤0.01% 1171
2021
Q1
$45K Buy
10,700
+700
+7% +$2.94K ﹤0.01% 1101
2020
Q4
$23K Hold
10,000
﹤0.01% 1069
2020
Q3
$12K Hold
10,000
﹤0.01% 1012
2020
Q2
$16K Hold
10,000
﹤0.01% 991
2020
Q1
$8K Hold
10,000
﹤0.01% 916
2019
Q4
$45K Hold
10,000
﹤0.01% 968
2019
Q3
$43K Hold
10,000
﹤0.01% 945
2019
Q2
$33K Hold
10,000
﹤0.01% 946
2019
Q1
$32K Buy
+10,000
New +$32K ﹤0.01% 925