Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-600
Closed -$45.4K 216
2024
Q4
$45.4K Hold
600
0.01% 98
2024
Q3
$53K Hold
600
0.01% 86
2024
Q2
$45.2K Hold
600
0.01% 82
2024
Q1
$56.4K Hold
600
0.01% 79
2023
Q4
$65.1K Hold
600
0.01% 75
2023
Q3
$57.4K Hold
600
0.01% 77
2023
Q2
$66.2K Hold
600
0.02% 73
2023
Q1
$73.6K Hold
600
0.02% 70
2022
Q4
$70.2K Sell
600
-115
-16% -$13.5K 0.02% 68
2022
Q3
$59K Hold
715
0.02% 93
2022
Q2
$73K Sell
715
-59
-8% -$6.02K 0.02% 87
2022
Q1
$104K Buy
774
+174
+29% +$23.4K 0.03% 80
2021
Q4
$100K Hold
600
0.03% 88
2021
Q3
$87K Hold
600
0.03% 83
2021
Q2
$93K Hold
600
0.03% 73
2021
Q1
$80K Hold
600
0.03% 79
2020
Q4
$85K Buy
+600
New +$85K 0.03% 78