Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$138K Sell
771
-222
-22% -$39.6K ﹤0.01% 792
2025
Q1
$159K Sell
993
-17
-2% -$2.72K ﹤0.01% 760
2024
Q4
$176K Buy
1,010
+18
+2% +$3.13K ﹤0.01% 731
2024
Q3
$224K Buy
992
+1
+0.1% +$226 0.01% 657
2024
Q2
$222K Hold
991
0.01% 631
2024
Q1
$253K Hold
991
0.01% 612
2023
Q4
$225K Hold
991
0.01% 626
2023
Q3
$200K Hold
991
0.01% 642
2023
Q2
$182K Hold
991
﹤0.01% 653
2023
Q1
$193K Hold
991
0.01% 633
2022
Q4
$177K Hold
991
0.01% 675
2022
Q3
$155K Hold
991
﹤0.01% 766
2022
Q2
$156K Buy
991
+124
+14% +$19.5K ﹤0.01% 802
2022
Q1
$155K Hold
867
﹤0.01% 858
2021
Q4
$178K Hold
867
﹤0.01% 830
2021
Q3
$158K Hold
867
﹤0.01% 830
2021
Q2
$151K Buy
867
+305
+54% +$53.1K ﹤0.01% 803
2021
Q1
$93K Sell
562
-107
-16% -$17.7K ﹤0.01% 877
2020
Q4
$88K Sell
669
-8
-1% -$1.05K ﹤0.01% 757
2020
Q3
$81K Buy
677
+115
+20% +$13.8K ﹤0.01% 743
2020
Q2
$65K Hold
562
﹤0.01% 760
2020
Q1
$52K Hold
562
﹤0.01% 840
2019
Q4
$80K Buy
+562
New +$80K ﹤0.01% 798
2018
Q4
Sell
-562
Closed -$50K 701
2018
Q3
$50K Buy
+562
New +$50K ﹤0.01% 892