Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Hold
9,728
﹤0.01% 537
2025
Q1
$300K Sell
9,728
-130
-1% -$4.01K ﹤0.01% 486
2024
Q4
$312K Hold
9,858
﹤0.01% 496
2024
Q3
$323K Buy
9,858
+130
+1% +$4.26K ﹤0.01% 497
2024
Q2
$257K Hold
9,728
﹤0.01% 501
2024
Q1
$275K Hold
9,728
﹤0.01% 468
2023
Q4
$249K Hold
9,728
﹤0.01% 460
2023
Q3
$236K Hold
9,728
﹤0.01% 457
2023
Q2
$286K Hold
9,728
﹤0.01% 417
2023
Q1
$261K Sell
9,728
-902
-8% -$24.2K ﹤0.01% 438
2022
Q4
$331K Sell
10,630
-630
-6% -$19.6K ﹤0.01% 373
2022
Q3
$275K Buy
11,260
+630
+6% +$15.4K ﹤0.01% 393
2022
Q2
$267K Buy
10,630
+902
+9% +$22.7K ﹤0.01% 414
2022
Q1
$283K Hold
9,728
﹤0.01% 438
2021
Q4
$255 Hold
9,728
﹤0.01% 439
2021
Q3
$230 Hold
9,728
﹤0.01% 424
2021
Q2
$249 Buy
9,728
+3
+0% ﹤0.01% 400
2021
Q1
$223 Buy
+9,725
New +$223 ﹤0.01% 395
2019
Q2
Sell
-649
Closed -$13K 1111
2019
Q1
$13K Buy
+649
New +$13K ﹤0.01% 803