Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-200
Closed -$17.6K 511
2025
Q1
$17.6K Hold
200
﹤0.01% 538
2024
Q4
$18.9K Hold
200
﹤0.01% 586
2024
Q3
$21.8K Hold
200
﹤0.01% 568
2024
Q2
$22.8K Hold
200
﹤0.01% 559
2024
Q1
$29K Hold
200
﹤0.01% 526
2023
Q4
$28.2K Hold
200
﹤0.01% 505
2023
Q3
$26.8K Sell
200
-300
-60% -$40.3K ﹤0.01% 489
2023
Q2
$71.8K Hold
500
﹤0.01% 367
2023
Q1
$69.7K Hold
500
﹤0.01% 364
2022
Q4
$62K Hold
500
﹤0.01% 368
2022
Q3
$60K Hold
500
﹤0.01% 360
2022
Q2
$63K Hold
500
﹤0.01% 367
2022
Q1
$71K Sell
500
-7
-1% -$994 ﹤0.01% 374
2021
Q4
$93K Hold
507
﹤0.01% 343
2021
Q3
$79K Sell
507
-1
-0.2% -$156 ﹤0.01% 444
2021
Q2
$89K Sell
508
-1
-0.2% -$175 ﹤0.01% 426
2021
Q1
$92K Sell
509
-2
-0.4% -$361 ﹤0.01% 404
2020
Q4
$81K Sell
511
-2
-0.4% -$317 ﹤0.01% 407
2020
Q3
$56K Hold
513
﹤0.01% 428
2020
Q2
$55K Sell
513
-3
-0.6% -$322 ﹤0.01% 382
2020
Q1
$42K Buy
+516
New +$42K ﹤0.01% 412
2018
Q3
Sell
-504
Closed -$94K 547
2018
Q2
$94K Buy
+504
New +$94K 0.01% 327