Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.2K Hold
200
﹤0.01% 164
2025
Q1
$12.7K Hold
200
﹤0.01% 168
2024
Q4
$15.1K Hold
200
0.01% 169
2024
Q3
$17.7K Hold
200
0.01% 167
2024
Q2
$15.1K Hold
200
0.01% 168
2024
Q1
$18.8K Hold
200
0.01% 170
2023
Q4
$21.7K Sell
200
-70
-26% -$7.6K 0.01% 180
2023
Q3
$25.8K Hold
270
0.01% 176
2023
Q2
$29.8K Hold
270
0.01% 177
2023
Q1
$33.1K Hold
270
0.02% 179
2022
Q4
$31.6K Hold
270
0.02% 171
2022
Q3
$22.4K Hold
270
0.01% 180
2022
Q2
$27.6K Hold
270
0.01% 178
2022
Q1
$36K Hold
270
0.02% 180
2021
Q4
$45K Hold
270
0.02% 176
2021
Q3
$39K Hold
270
0.02% 168
2021
Q2
$42K Hold
270
0.02% 164
2021
Q1
$36K Sell
270
-395
-59% -$52.7K 0.02% 167
2020
Q4
$94K Sell
665
-15
-2% -$2.12K 0.05% 139
2020
Q3
$85K Hold
680
0.05% 138
2020
Q2
$67K Hold
680
0.04% 152
2020
Q1
$56K Sell
680
-600
-47% -$49.4K 0.04% 157
2019
Q4
$130K Buy
1,280
+600
+88% +$60.9K 0.09% 156
2019
Q3
$63K Hold
680
0.05% 179
2019
Q2
$57K Hold
680
0.05% 170
2019
Q1
$57K Buy
680
+155
+30% +$13K 0.05% 165
2018
Q4
$39K Buy
+525
New +$39K 0.04% 168