Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,030
Closed -$90.6K 349
2025
Q1
$90.6K Hold
1,030
﹤0.01% 334
2024
Q4
$95.3K Hold
1,030
﹤0.01% 347
2024
Q3
$95.5K Buy
1,030
+500
+94% +$46.4K ﹤0.01% 358
2024
Q2
$39.7K Buy
530
+30
+6% +$2.25K ﹤0.01% 478
2024
Q1
$43.1K Hold
500
﹤0.01% 473
2023
Q4
$34.6K Buy
+500
New +$34.6K ﹤0.01% 474
2023
Q3
Sell
-500
Closed -$27.9K 908
2023
Q2
$27.9K Hold
500
﹤0.01% 505
2023
Q1
$25.4K Hold
500
﹤0.01% 526
2022
Q4
$19.9K Hold
500
﹤0.01% 555
2022
Q3
$16K Hold
500
﹤0.01% 576
2022
Q2
$17K Hold
500
﹤0.01% 573
2022
Q1
$20K Hold
500
﹤0.01% 578
2021
Q4
$26K Hold
500
﹤0.01% 535
2021
Q3
$23K Hold
500
﹤0.01% 658
2021
Q2
$25K Hold
500
﹤0.01% 654
2021
Q1
$23K Hold
500
﹤0.01% 647
2020
Q4
$21K Hold
500
﹤0.01% 650
2020
Q3
$18K Hold
500
﹤0.01% 629
2020
Q2
$17K Hold
500
﹤0.01% 577
2020
Q1
$13K Buy
+500
New +$13K ﹤0.01% 621