Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.13K Hold
54
﹤0.01% 1083
2025
Q1
$5.02K Hold
54
﹤0.01% 1043
2024
Q4
$5.77K Sell
54
-4,341
-99% -$464K ﹤0.01% 975
2024
Q3
$454K Hold
4,395
0.01% 411
2024
Q2
$387K Hold
4,395
0.01% 414
2024
Q1
$431K Hold
4,395
0.01% 385
2023
Q4
$406K Sell
4,395
-125
-3% -$11.6K 0.01% 393
2023
Q3
$375K Hold
4,520
0.01% 415
2023
Q2
$383K Sell
4,520
-4,200
-48% -$356K 0.01% 422
2023
Q1
$735K Hold
8,720
0.01% 332
2022
Q4
$741K Buy
8,720
+45
+0.5% +$3.82K 0.01% 331
2022
Q3
$593K Buy
8,675
+375
+5% +$25.6K 0.01% 350
2022
Q2
$541K Hold
8,300
0.01% 366
2022
Q1
$638K Hold
8,300
0.01% 357
2021
Q4
$642K Hold
8,300
0.01% 366
2021
Q3
$524K Hold
8,300
0.01% 388
2021
Q2
$526K Hold
8,300
0.01% 391
2021
Q1
$532K Hold
8,300
0.01% 375
2020
Q4
$413K Hold
8,300
0.01% 381
2020
Q3
$347K Hold
8,300
0.01% 387
2020
Q2
$312K Hold
8,300
0.01% 384
2020
Q1
$248K Hold
8,300
0.01% 341
2019
Q4
$358K Buy
+8,300
New +$358K 0.01% 347