Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1K Hold
10
﹤0.01% 937
2025
Q1
$1.05K Hold
10
﹤0.01% 924
2024
Q4
$788 Hold
10
﹤0.01% 992
2024
Q3
$743 Hold
10
﹤0.01% 1037
2024
Q2
$936 Hold
10
﹤0.01% 1008
2024
Q1
$1.05K Hold
10
﹤0.01% 981
2023
Q4
$905 Sell
10
-30
-75% -$2.72K ﹤0.01% 938
2023
Q3
$3.26K Hold
40
﹤0.01% 778
2023
Q2
$2.77K Hold
40
﹤0.01% 825
2023
Q1
$3.45K Hold
40
﹤0.01% 768
2022
Q4
$2.73K Buy
40
+10
+33% +$683 ﹤0.01% 822
2022
Q3
$1.71K Hold
30
﹤0.01% 884
2022
Q2
$2.71K Hold
30
﹤0.01% 787
2022
Q1
$4.53K Hold
30
﹤0.01% 726
2021
Q4
$6.73K Sell
30
-290
-91% -$65K ﹤0.01% 679
2021
Q3
$75.9K Hold
320
0.02% 309
2021
Q2
$78.3K Hold
320
0.02% 304
2021
Q1
$70.5K Sell
320
-10
-3% -$2.2K 0.02% 293
2020
Q4
$83.9K Hold
330
0.03% 254
2020
Q3
$70.6K Sell
330
-10
-3% -$2.14K 0.03% 261
2020
Q2
$68.1K Sell
340
-50
-13% -$10K 0.04% 249
2020
Q1
$47.7K Hold
390
0.03% 265
2019
Q4
$45K Sell
390
-185
-32% -$21.3K 0.02% 328
2019
Q3
$56.6K Buy
575
+50
+10% +$4.92K 0.04% 271
2019
Q2
$64.8K Sell
525
-200
-28% -$24.7K 0.04% 251
2019
Q1
$60K Buy
725
+175
+32% +$14.5K 0.04% 250
2018
Q4
$35.1K Hold
550
0.03% 281
2018
Q3
$38.7K Buy
550
+145
+36% +$10.2K 0.03% 297
2018
Q2
$20.4K Buy
405
+215
+113% +$10.8K 0.02% 364
2018
Q1
$7.57K Buy
+190
New +$7.57K 0.01% 471