Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28K Hold
390
0.01% 264
2025
Q1
$25K Hold
390
0.01% 265
2024
Q4
$30K Sell
390
-300
-43% -$23.1K 0.01% 243
2024
Q3
$61K Buy
690
+600
+667% +$53K 0.02% 222
2024
Q2
$7K Hold
90
﹤0.01% 339
2024
Q1
$8K Hold
90
﹤0.01% 339
2023
Q4
$10K Hold
90
﹤0.01% 305
2023
Q3
$9K Sell
90
-1,600
-95% -$160K ﹤0.01% 309
2023
Q2
$187K Hold
1,690
0.05% 157
2023
Q1
$207K Sell
1,690
-225
-12% -$27.6K 0.06% 143
2022
Q4
$225K Hold
1,915
0.07% 139
2022
Q3
$158K Hold
1,915
0.05% 149
2022
Q2
$196K Sell
1,915
-175
-8% -$17.9K 0.06% 143
2022
Q1
$281K Hold
2,090
0.07% 126
2021
Q4
$349K Hold
2,090
0.09% 114
2021
Q3
$303K Hold
2,090
0.09% 118
2021
Q2
$323K Buy
2,090
+1,825
+689% +$282K 0.09% 115
2021
Q1
$35K Hold
265
0.01% 221
2020
Q4
$38K Hold
265
0.02% 211
2020
Q3
$33K Hold
265
0.01% 206
2020
Q2
$26K Hold
265
0.01% 213
2020
Q1
$21K Hold
265
0.01% 208
2019
Q4
$27K Hold
265
0.01% 193
2019
Q3
$24K Hold
265
0.01% 203
2019
Q2
$23K Hold
265
0.01% 195
2019
Q1
$23K Hold
265
0.01% 191
2018
Q4
$20K Buy
265
+175
+194% +$13.2K 0.01% 189
2018
Q3
$8K Hold
90
﹤0.01% 231
2018
Q2
$7K Hold
90
﹤0.01% 216
2018
Q1
$6K Hold
90
﹤0.01% 218
2017
Q4
$6K Hold
90
﹤0.01% 222
2017
Q3
$5K Hold
90
﹤0.01% 233
2017
Q2
$5K Hold
90
﹤0.01% 219
2017
Q1
$5K Hold
90
﹤0.01% 208
2016
Q4
$5K Hold
90
﹤0.01% 202
2016
Q3
$5K Buy
+90
New +$5K ﹤0.01% 228