Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.7K Hold
69,355
﹤0.01% 387
2025
Q1
$45.6K Buy
+69,355
New +$45.6K ﹤0.01% 324
2024
Q4
Sell
-69,355
Closed -$122K 285
2024
Q3
$122K Hold
69,355
0.01% 247
2024
Q2
$115K Hold
69,355
0.01% 253
2024
Q1
$171K Hold
69,355
0.01% 227
2023
Q4
$160K Hold
69,355
0.01% 230
2023
Q3
$166K Hold
69,355
0.01% 210
2023
Q2
$108K Hold
69,355
0.01% 271
2023
Q1
$175K Hold
69,355
0.02% 196
2022
Q4
$187K Hold
69,355
0.02% 183
2022
Q3
$191K Hold
69,355
0.02% 170
2022
Q2
$216K Hold
69,355
0.03% 180
2022
Q1
$539K Hold
69,355
0.06% 122
2021
Q4
$488K Hold
69,355
0.05% 131
2021
Q3
$783K Hold
69,355
0.08% 99
2021
Q2
$1.25M Hold
69,355
0.13% 73
2021
Q1
$1.58M Buy
69,355
+33,083
+91% +$752K 0.18% 62
2020
Q4
$299K Hold
36,272
0.04% 149
2020
Q3
$176K Buy
36,272
+20,271
+127% +$98.4K 0.03% 161
2020
Q2
$114K Buy
+16,001
New +$114K 0.02% 145