Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8
Closed -$196 801
2025
Q1
$196 Hold
8
﹤0.01% 695
2024
Q4
$194 Hold
8
﹤0.01% 629
2024
Q3
$180 Hold
8
﹤0.01% 700
2024
Q2
$170 Hold
8
﹤0.01% 929
2024
Q1
$163 Hold
8
﹤0.01% 918
2023
Q4
$148 Hold
8
﹤0.01% 384
2023
Q3
$120 Hold
8
﹤0.01% 540
2023
Q2
$164 Hold
8
﹤0.01% 745
2023
Q1
$131 Hold
8
﹤0.01% 802
2022
Q4
$129 Buy
+8
New +$129 ﹤0.01% 1006
2021
Q2
Sell
-135
Closed -$5K 469
2021
Q1
$5K Buy
135
+100
+286% +$3.7K ﹤0.01% 367
2020
Q4
$1K Hold
35
﹤0.01% 430
2020
Q3
$0 Hold
35
﹤0.01% 628
2020
Q2
$1K Hold
35
﹤0.01% 208
2020
Q1
$1K Hold
35
﹤0.01% 171
2019
Q4
$1K Hold
35
﹤0.01% 247
2019
Q3
$1K Sell
35
-32
-48% -$914 ﹤0.01% 211
2019
Q2
$2K Buy
67
+32
+91% +$955 ﹤0.01% 267
2019
Q1
$2K Hold
35
﹤0.01% 218
2018
Q4
$2K Hold
35
﹤0.01% 217
2018
Q3
$2K Hold
35
﹤0.01% 229
2018
Q2
$2K Hold
35
﹤0.01% 243
2018
Q1
$2K Hold
35
﹤0.01% 259
2017
Q4
$2K Buy
+35
New +$2K ﹤0.01% 258