Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.4K Hold
21,431
﹤0.01% 238
2025
Q1
$42K Hold
21,431
﹤0.01% 234
2024
Q4
$47.4K Hold
21,431
﹤0.01% 226
2024
Q3
$54.6K Hold
21,431
﹤0.01% 233
2024
Q2
$117K Hold
21,431
0.01% 214
2024
Q1
$158K Hold
21,431
0.01% 205
2023
Q4
$113K Hold
21,431
0.01% 191
2023
Q3
$150K Hold
21,431
0.01% 187
2023
Q2
$198K Hold
21,431
0.01% 185
2023
Q1
$237K Hold
21,431
0.02% 169
2022
Q4
$228K Sell
21,431
-17,830
-45% -$190K 0.02% 166
2022
Q3
$324K Hold
39,261
0.04% 126
2022
Q2
$267K Hold
39,261
0.03% 147
2022
Q1
$285K Hold
39,261
0.03% 150
2021
Q4
$235K Hold
39,261
0.02% 163
2021
Q3
$250K Hold
39,261
0.03% 147
2021
Q2
$278K Hold
39,261
0.03% 140
2021
Q1
$330K Hold
39,261
0.04% 119
2020
Q4
$203K Sell
39,261
-17,833
-31% -$92.2K 0.03% 146
2020
Q3
$263K Sell
57,094
-75,435
-57% -$347K 0.06% 117
2020
Q2
$328K Sell
132,529
-15,287
-10% -$37.8K 0.07% 103
2020
Q1
$336K Hold
147,816
0.08% 103
2019
Q4
$655K Buy
147,816
+51,800
+54% +$230K 0.11% 76
2019
Q3
$431K Buy
+96,016
New +$431K 0.08% 85