Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$106K Sell
1,317
-465
-26% -$37.4K ﹤0.01% 520
2024
Q4
$170K Sell
1,782
-2
-0.1% -$191 ﹤0.01% 450
2024
Q3
$180K Buy
1,784
+19
+1% +$1.92K ﹤0.01% 434
2024
Q2
$159K Hold
1,765
﹤0.01% 437
2024
Q1
$192K Buy
1,765
+100
+6% +$10.9K ﹤0.01% 414
2023
Q4
$197K Hold
1,665
﹤0.01% 389
2023
Q3
$177K Hold
1,665
﹤0.01% 395
2023
Q2
$150K Hold
1,665
﹤0.01% 416
2023
Q1
$130K Hold
1,665
﹤0.01% 435
2022
Q4
$140K Sell
1,665
-534
-24% -$45K ﹤0.01% 417
2022
Q3
$177K Hold
2,199
﹤0.01% 394
2022
Q2
$201K Hold
2,199
0.01% 371
2022
Q1
$263K Hold
2,199
0.01% 359
2021
Q4
$257K Hold
2,199
0.01% 370
2021
Q3
$230K Sell
2,199
-41
-2% -$4.29K 0.01% 375
2021
Q2
$261K Sell
2,240
-295
-12% -$34.4K 0.01% 362
2021
Q1
$258K Buy
2,535
+870
+52% +$88.5K 0.01% 357
2020
Q4
$175K Hold
1,665
﹤0.01% 402
2020
Q3
$184K Buy
1,665
+450
+37% +$49.7K 0.01% 369
2020
Q2
$130K Buy
1,215
+300
+33% +$32.1K ﹤0.01% 404
2020
Q1
$84K Buy
915
+553
+153% +$50.8K ﹤0.01% 424
2019
Q4
$31K Hold
362
﹤0.01% 655
2019
Q3
$33K Hold
362
﹤0.01% 650
2019
Q2
$29K Buy
+362
New +$29K ﹤0.01% 679