Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80K Hold
510
﹤0.01% 674
2025
Q1
$65.9K Hold
510
﹤0.01% 711
2024
Q4
$72.9K Hold
510
﹤0.01% 666
2024
Q3
$76.3K Hold
510
﹤0.01% 658
2024
Q2
$65.9K Hold
510
﹤0.01% 640
2024
Q1
$69.4K Hold
510
﹤0.01% 626
2023
Q4
$60.9K Hold
510
﹤0.01% 651
2023
Q3
$49.9K Hold
510
﹤0.01% 644
2023
Q2
$47.5K Hold
510
﹤0.01% 689
2023
Q1
$44K Sell
510
-36
-7% -$3.11K ﹤0.01% 689
2022
Q4
$44.3K Sell
546
-1,923
-78% -$156K ﹤0.01% 687
2022
Q3
$161K Buy
+2,469
New +$161K 0.01% 493
2021
Q4
Sell
-500
Closed -$43K 1086
2021
Q3
$43K Hold
500
﹤0.01% 701
2021
Q2
$46K Hold
500
﹤0.01% 671
2021
Q1
$45K Hold
500
﹤0.01% 658
2020
Q4
$39K Hold
500
﹤0.01% 657
2020
Q3
$30K Hold
500
﹤0.01% 680
2020
Q2
$29K Hold
500
﹤0.01% 663
2020
Q1
$23K Hold
500
﹤0.01% 686
2019
Q4
$37K Hold
500
﹤0.01% 645
2019
Q3
$31K Hold
500
﹤0.01% 676
2019
Q2
$33K Hold
500
﹤0.01% 658
2019
Q1
$29K Hold
500
﹤0.01% 674
2018
Q4
$24K Hold
500
﹤0.01% 704
2018
Q3
$31K Hold
500
﹤0.01% 680
2018
Q2
$26K Hold
500
﹤0.01% 708
2018
Q1
$24K Buy
+500
New +$24K ﹤0.01% 732