Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-175
Closed -$19.6K 622
2025
Q1
$19.6K Hold
175
﹤0.01% 529
2024
Q4
$19.6K Hold
175
﹤0.01% 579
2024
Q3
$24.4K Hold
175
﹤0.01% 553
2024
Q2
$20.6K Hold
175
﹤0.01% 571
2024
Q1
$22.8K Hold
175
﹤0.01% 558
2023
Q4
$21.8K Hold
175
﹤0.01% 547
2023
Q3
$18.5K Hold
175
﹤0.01% 544
2023
Q2
$19.7K Hold
175
﹤0.01% 564
2023
Q1
$18.8K Hold
175
﹤0.01% 578
2022
Q4
$19.4K Hold
175
﹤0.01% 560
2022
Q3
$15K Hold
175
﹤0.01% 594
2022
Q2
$16K Buy
175
+50
+40% +$4.57K ﹤0.01% 590
2022
Q1
$12K Hold
125
﹤0.01% 656
2021
Q4
$10K Hold
125
﹤0.01% 674
2021
Q3
$11K Hold
125
﹤0.01% 774
2021
Q2
$11K Buy
125
+55
+79% +$4.84K ﹤0.01% 772
2021
Q1
$6K Hold
70
﹤0.01% 811
2020
Q4
$7K Hold
70
﹤0.01% 776
2020
Q3
$5K Hold
70
﹤0.01% 803
2020
Q2
$5K Buy
+70
New +$5K ﹤0.01% 711