Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
769
2025
Q1
Hold
0
719
2024
Q4
Hold
0
723
2023
Q2
Sell
-13,471
Closed -$148K 648
2023
Q1
$148K Hold
13,471
0.01% 443
2022
Q4
$137K Hold
13,471
0.01% 522
2022
Q3
$136K Hold
13,471
0.01% 585
2022
Q2
$144K Hold
13,471
0.01% 664
2022
Q1
$193K Hold
13,471
0.01% 676
2021
Q4
$287K Hold
13,471
0.01% 670
2021
Q3
$238K Hold
13,471
0.01% 667
2021
Q2
$231K Buy
+13,471
New +$231K 0.01% 654