Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$54.3K Sell
2,052
-1,763
-46% -$46.6K ﹤0.01% 632
2024
Q4
$90.4K Hold
3,815
﹤0.01% 547
2024
Q3
$96.6K Hold
3,815
﹤0.01% 526
2024
Q2
$109K Hold
3,815
﹤0.01% 491
2024
Q1
$103K Hold
3,815
﹤0.01% 500
2023
Q4
$121K Sell
3,815
-1,478
-28% -$46.8K ﹤0.01% 467
2023
Q3
$174K Buy
5,293
+1,478
+39% +$48.5K ﹤0.01% 399
2023
Q2
$111K Sell
3,815
-85
-2% -$2.48K ﹤0.01% 466
2023
Q1
$111K Hold
3,900
﹤0.01% 462
2022
Q4
$140K Buy
3,900
+85
+2% +$3.04K ﹤0.01% 419
2022
Q3
$126K Hold
3,815
﹤0.01% 435
2022
Q2
$133K Hold
3,815
﹤0.01% 431
2022
Q1
$143K Hold
3,815
﹤0.01% 440
2021
Q4
$100K Hold
3,815
﹤0.01% 498
2021
Q3
$97K Hold
3,815
﹤0.01% 484
2021
Q2
$81K Hold
3,815
﹤0.01% 511
2021
Q1
$74K Hold
3,815
﹤0.01% 532
2020
Q4
$63K Hold
3,815
﹤0.01% 559
2020
Q3
$54K Hold
3,815
﹤0.01% 553
2020
Q2
$55K Hold
3,815
﹤0.01% 508
2020
Q1
$46K Hold
3,815
﹤0.01% 513
2019
Q4
$76K Hold
3,815
﹤0.01% 514
2019
Q3
$72K Hold
3,815
﹤0.01% 534
2019
Q2
$75K Buy
+3,815
New +$75K ﹤0.01% 526