Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,500
Closed -$34.8K 571
2024
Q4
$34.8K Hold
1,500
﹤0.01% 389
2024
Q3
$52.2K Hold
1,500
0.01% 355
2024
Q2
$48.6K Hold
1,500
0.01% 350
2024
Q1
$51K Hold
1,500
0.01% 342
2023
Q4
$59.1K Hold
1,500
0.01% 321
2023
Q3
$57.3K Hold
1,500
0.01% 305
2023
Q2
$68.4K Hold
1,500
0.01% 287
2023
Q1
$67.2K Hold
1,500
0.01% 299
2022
Q4
$66K Hold
1,500
0.01% 295
2022
Q3
$63K Hold
1,500
0.01% 289
2022
Q2
$74K Hold
1,500
0.01% 275
2022
Q1
$83K Hold
1,500
0.01% 278
2021
Q4
$78K Hold
1,500
0.01% 292
2021
Q3
$75K Hold
1,500
0.01% 284
2021
Q2
$74K Hold
1,500
0.01% 287
2021
Q1
$68K Hold
1,500
0.01% 304
2020
Q4
$64K Hold
1,500
0.01% 298
2020
Q3
$62K Hold
1,500
0.01% 281
2020
Q2
$63K Hold
1,500
0.01% 267
2020
Q1
$61K Sell
1,500
-700
-32% -$28.5K 0.01% 258
2019
Q4
$102K Hold
2,200
0.01% 249
2019
Q3
$107K Hold
2,200
0.01% 241
2019
Q2
$100K Hold
2,200
0.01% 240
2019
Q1
$98K Hold
2,200
0.01% 242
2018
Q4
$87K Hold
2,200
0.01% 240
2018
Q3
$89K Hold
2,200
0.01% 268
2018
Q2
$89K Hold
2,200
0.01% 266
2018
Q1
$95K Hold
2,200
0.01% 266
2017
Q4
$106K Hold
2,200
0.01% 268
2017
Q3
$103K Hold
2,200
0.02% 269
2017
Q2
$99K Hold
2,200
0.01% 274
2017
Q1
$97K Hold
2,200
0.01% 287
2016
Q4
$95K Buy
+2,200
New +$95K 0.01% 272