Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.53K Hold
340
﹤0.01% 345
2025
Q1
$7.8K Hold
340
﹤0.01% 342
2024
Q4
$7.88K Hold
340
﹤0.01% 347
2024
Q3
$11.8K Hold
340
﹤0.01% 329
2024
Q2
$11K Hold
340
﹤0.01% 342
2024
Q1
$11.5K Hold
340
﹤0.01% 344
2023
Q4
$13.4K Sell
340
-600
-64% -$23.6K ﹤0.01% 340
2023
Q3
$35.9K Hold
940
0.01% 286
2023
Q2
$42.9K Hold
940
0.01% 287
2023
Q1
$42.1K Hold
940
0.01% 294
2022
Q4
$41.3K Buy
940
+600
+176% +$26.4K 0.01% 295
2022
Q3
$14K Hold
340
﹤0.01% 359
2022
Q2
$17K Hold
340
﹤0.01% 343
2022
Q1
$19K Hold
340
﹤0.01% 342
2021
Q4
$18K Sell
340
-3,060
-90% -$162K ﹤0.01% 346
2021
Q3
$170K Buy
3,400
+200
+6% +$10K 0.02% 241
2021
Q2
$158K Hold
3,200
0.02% 250
2021
Q1
$144K Hold
3,200
0.02% 252
2020
Q4
$137K Hold
3,200
0.02% 255
2020
Q3
$133K Sell
3,200
-370
-10% -$15.4K 0.02% 250
2020
Q2
$149K Buy
3,570
+710
+25% +$29.6K 0.03% 244
2020
Q1
$117K Sell
2,860
-3,750
-57% -$153K 0.03% 225
2019
Q4
$306K Sell
6,610
-6,890
-51% -$319K 0.05% 189
2019
Q3
$653K Hold
13,500
0.12% 128
2019
Q2
$614K Buy
13,500
+10,640
+372% +$484K 0.12% 138
2019
Q1
$127K Hold
2,860
0.03% 224
2018
Q4
$113K Buy
+2,860
New +$113K 0.03% 220