Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$134K Hold
1,267
﹤0.01% 485
2024
Q4
$141K Sell
1,267
-4
-0.3% -$446 ﹤0.01% 478
2024
Q3
$162K Sell
1,271
-123
-9% -$15.7K ﹤0.01% 450
2024
Q2
$146K Hold
1,394
﹤0.01% 458
2024
Q1
$146K Hold
1,394
﹤0.01% 451
2023
Q4
$152K Sell
1,394
-235
-14% -$25.7K ﹤0.01% 425
2023
Q3
$180K Buy
1,629
+562
+53% +$62.2K ﹤0.01% 391
2023
Q2
$127K Hold
1,067
﹤0.01% 441
2023
Q1
$142K Hold
1,067
﹤0.01% 418
2022
Q4
$150K Hold
1,067
﹤0.01% 409
2022
Q3
$128K Hold
1,067
﹤0.01% 432
2022
Q2
$152K Hold
1,067
﹤0.01% 419
2022
Q1
$186K Hold
1,067
﹤0.01% 411
2021
Q4
$215K Hold
1,067
﹤0.01% 390
2021
Q3
$185K Hold
1,067
﹤0.01% 400
2021
Q2
$165K Hold
1,067
﹤0.01% 416
2021
Q1
$137K Buy
1,067
+1
+0.1% +$128 ﹤0.01% 442
2020
Q4
$153K Buy
+1,066
New +$153K ﹤0.01% 428