Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$71.7K Hold
328
﹤0.01% 583
2024
Q4
$67.2K Hold
328
﹤0.01% 592
2024
Q3
$54.6K Hold
328
﹤0.01% 614
2024
Q2
$46.9K Buy
328
+33
+11% +$4.72K ﹤0.01% 614
2024
Q1
$58.7K Hold
295
﹤0.01% 569
2023
Q4
$61K Hold
295
﹤0.01% 558
2023
Q3
$76.5K Hold
295
﹤0.01% 515
2023
Q2
$94.8K Hold
295
﹤0.01% 484
2023
Q1
$89.7K Hold
295
﹤0.01% 491
2022
Q4
$91.5K Hold
295
﹤0.01% 476
2022
Q3
$97K Sell
295
-40
-12% -$13.2K ﹤0.01% 471
2022
Q2
$94K Hold
335
﹤0.01% 479
2022
Q1
$116K Sell
335
-5
-1% -$1.73K ﹤0.01% 470
2021
Q4
$141K Hold
340
﹤0.01% 445
2021
Q3
$169K Buy
340
+23
+7% +$11.4K ﹤0.01% 411
2021
Q2
$115K Buy
317
+17
+6% +$6.17K ﹤0.01% 456
2021
Q1
$111K Hold
300
﹤0.01% 467
2020
Q4
$136K Buy
300
+5
+2% +$2.27K ﹤0.01% 442
2020
Q3
$92K Hold
295
﹤0.01% 462
2020
Q2
$91K Hold
295
﹤0.01% 445
2020
Q1
$60K Hold
295
﹤0.01% 470
2019
Q4
$78K Hold
295
﹤0.01% 511
2019
Q3
$62K Hold
295
﹤0.01% 553
2019
Q2
$67K Buy
+295
New +$67K ﹤0.01% 545