Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$146K Buy
+3,000
New +$146K ﹤0.01% 796
2025
Q1
Hold
0
561
2024
Q4
Hold
0
573
2024
Q3
Hold
0
581
2024
Q2
Hold
0
575
2024
Q1
Hold
0
574
2023
Q4
Hold
0
588
2023
Q3
Hold
0
587
2023
Q2
Hold
0
614
2023
Q1
Hold
0
619
2022
Q4
Hold
0
611
2022
Q3
Hold
0
601
2022
Q2
Hold
0
616
2020
Q1
Hold
0
457
2019
Q4
Hold
0
459
2019
Q3
Hold
0
467
2019
Q2
Hold
0
479
2019
Q1
Hold
0
469
2018
Q4
Hold
0
488