Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Hold
1,034
﹤0.01% 814
2025
Q1
$115K Hold
1,034
﹤0.01% 815
2024
Q4
$110K Sell
1,034
-250
-19% -$26.7K ﹤0.01% 819
2024
Q3
$145K Hold
1,284
﹤0.01% 748
2024
Q2
$130K Sell
1,284
-50
-4% -$5.04K ﹤0.01% 740
2024
Q1
$126K Hold
1,334
﹤0.01% 754
2023
Q4
$118K Hold
1,334
﹤0.01% 746
2023
Q3
$119K Hold
1,334
﹤0.01% 734
2023
Q2
$129K Hold
1,334
﹤0.01% 720
2023
Q1
$123K Hold
1,334
﹤0.01% 721
2022
Q4
$121K Hold
1,334
﹤0.01% 760
2022
Q3
$106K Buy
1,334
+50
+4% +$3.97K ﹤0.01% 861
2022
Q2
$110K Hold
1,284
﹤0.01% 909
2022
Q1
$109K Hold
1,284
﹤0.01% 977
2021
Q4
$125K Sell
1,284
-200
-13% -$19.5K ﹤0.01% 947
2021
Q3
$118K Hold
1,484
﹤0.01% 911
2021
Q2
$112K Hold
1,484
﹤0.01% 863
2021
Q1
$108K Hold
1,484
﹤0.01% 836
2020
Q4
$105K Hold
1,484
﹤0.01% 731
2020
Q3
$89K Buy
1,484
+184
+14% +$11K ﹤0.01% 731
2020
Q2
$62K Buy
+1,300
New +$62K ﹤0.01% 767
2020
Q1
Sell
-718
Closed -$42K 1404
2019
Q4
$42K Buy
+718
New +$42K ﹤0.01% 911