Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-700
Closed -$18.2K 766
2024
Q4
$18.2K Hold
700
﹤0.01% 593
2024
Q3
$19.6K Hold
700
﹤0.01% 588
2024
Q2
$18.1K Hold
700
﹤0.01% 595
2024
Q1
$20.5K Hold
700
﹤0.01% 573
2023
Q4
$20.4K Hold
700
﹤0.01% 557
2023
Q3
$17.5K Hold
700
﹤0.01% 549
2023
Q2
$17.8K Hold
700
﹤0.01% 576
2023
Q1
$16.9K Hold
700
﹤0.01% 590
2022
Q4
$16.7K Hold
700
﹤0.01% 580
2022
Q3
$20K Hold
700
﹤0.01% 538
2022
Q2
$25K Hold
700
﹤0.01% 514
2022
Q1
$26K Hold
700
﹤0.01% 529
2021
Q4
$26K Hold
700
﹤0.01% 533
2021
Q3
$24K Hold
700
﹤0.01% 647
2021
Q2
$25K Hold
700
﹤0.01% 652
2021
Q1
$21K Hold
700
﹤0.01% 660
2020
Q4
$22K Hold
700
﹤0.01% 640
2020
Q3
$20K Sell
700
-100
-13% -$2.86K ﹤0.01% 617
2020
Q2
$24K Hold
800
﹤0.01% 523
2020
Q1
$25K Buy
+800
New +$25K ﹤0.01% 501
2018
Q3
Sell
-800
Closed -$25K 251
2018
Q2
$25K Buy
+800
New +$25K ﹤0.01% 522