Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.2K Hold
500
0.01% 192
2025
Q1
$11.4K Hold
500
0.01% 184
2024
Q4
$10K Hold
500
0.01% 183
2024
Q3
$11.7K Sell
500
-2,000
-80% -$46.9K 0.01% 179
2024
Q2
$77.4K Hold
2,500
0.05% 117
2024
Q1
$110K Hold
2,500
0.08% 103
2023
Q4
$126K Hold
2,500
0.09% 97
2023
Q3
$88.9K Hold
2,500
0.07% 105
2023
Q2
$84K Hold
2,500
0.06% 102
2023
Q1
$82K Hold
2,500
0.06% 99
2022
Q4
$66K Sell
2,500
-70
-3% -$1.85K 0.05% 107
2022
Q3
$66K Hold
2,570
0.05% 101
2022
Q2
$96K Hold
2,570
0.07% 101
2022
Q1
$127K Hold
2,570
0.07% 96
2021
Q4
$132K Buy
2,570
+70
+3% +$3.6K 0.08% 97
2021
Q3
$133K Hold
2,500
0.08% 94
2021
Q2
$140K Sell
2,500
-1,050
-30% -$58.8K 0.08% 92
2021
Q1
$227K Buy
3,550
+700
+25% +$44.8K 0.15% 86
2020
Q4
$142K Buy
+2,850
New +$142K 0.09% 94