Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$212K Hold
936
﹤0.01% 399
2024
Q4
$192K Sell
936
-1
-0.1% -$206 ﹤0.01% 431
2024
Q3
$227K Buy
937
+1
+0.1% +$243 ﹤0.01% 387
2024
Q2
$205K Hold
936
﹤0.01% 394
2024
Q1
$210K Sell
936
-140
-13% -$31.5K ﹤0.01% 390
2023
Q4
$237K Hold
1,076
﹤0.01% 359
2023
Q3
$236K Buy
1,076
+681
+172% +$149K 0.01% 351
2023
Q2
$88.9K Buy
395
+255
+182% +$57.4K ﹤0.01% 497
2023
Q1
$26.8K Hold
140
﹤0.01% 670
2022
Q4
$25.9K Hold
140
﹤0.01% 647
2022
Q3
$23K Hold
140
﹤0.01% 679
2022
Q2
$29K Hold
140
﹤0.01% 659
2022
Q1
$34K Hold
140
﹤0.01% 656
2021
Q4
$34K Hold
140
﹤0.01% 681
2021
Q3
$29K Hold
140
﹤0.01% 682
2021
Q2
$29K Hold
140
﹤0.01% 679
2021
Q1
$27K Hold
140
﹤0.01% 704
2020
Q4
$27K Hold
140
﹤0.01% 719
2020
Q3
$25K Hold
140
﹤0.01% 699
2020
Q2
$21K Hold
140
﹤0.01% 661
2020
Q1
$20K Hold
140
﹤0.01% 645
2019
Q4
$21K Hold
140
﹤0.01% 715
2019
Q3
$20K Hold
140
﹤0.01% 731
2019
Q2
$21K Buy
+140
New +$21K ﹤0.01% 725