Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.1K Hold
806
﹤0.01% 707
2025
Q1
$65.7K Buy
806
+748
+1,290% +$60.9K ﹤0.01% 673
2024
Q4
$4.24K Sell
58
-2,042
-97% -$149K ﹤0.01% 1030
2024
Q3
$125K Hold
2,100
﹤0.01% 574
2024
Q2
$107K Hold
2,100
﹤0.01% 580
2024
Q1
$113K Hold
2,100
﹤0.01% 561
2023
Q4
$95K Hold
2,100
﹤0.01% 576
2023
Q3
$103K Hold
2,100
﹤0.01% 605
2023
Q2
$100K Hold
2,100
﹤0.01% 617
2023
Q1
$83.1K Sell
2,100
-14
-0.7% -$554 ﹤0.01% 645
2022
Q4
$86.7K Hold
2,114
﹤0.01% 624
2022
Q3
$82K Buy
2,114
+14
+0.7% +$543 ﹤0.01% 624
2022
Q2
$71K Hold
2,100
﹤0.01% 650
2022
Q1
$66K Hold
2,100
﹤0.01% 689
2021
Q4
$52K Hold
2,100
﹤0.01% 746
2021
Q3
$53K Hold
2,100
﹤0.01% 756
2021
Q2
$60K Hold
2,100
﹤0.01% 745
2021
Q1
$58K Hold
2,100
﹤0.01% 703
2020
Q4
$48K Sell
2,100
-41
-2% -$937 ﹤0.01% 720
2020
Q3
$36K Buy
2,141
+41
+2% +$689 ﹤0.01% 741
2020
Q2
$35K Hold
2,100
﹤0.01% 724
2020
Q1
$32K Hold
2,100
﹤0.01% 567
2019
Q4
$61K Buy
+2,100
New +$61K ﹤0.01% 568
2019
Q2
Sell
-19
Closed -$1K 1127
2019
Q1
$1K Buy
+19
New +$1K ﹤0.01% 910