Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.7K Hold
30
﹤0.01% 228
2025
Q1
$8.16K Hold
30
﹤0.01% 216
2024
Q4
$9.96K Hold
30
﹤0.01% 209
2024
Q3
$9.41K Hold
30
﹤0.01% 205
2024
Q2
$9.41K Hold
30
﹤0.01% 205
2024
Q1
$9.38K Hold
30
﹤0.01% 204
2023
Q4
$7.23K Sell
30
-104
-78% -$25K ﹤0.01% 219
2023
Q3
$28.6K Hold
134
0.01% 146
2023
Q2
$26.9K Hold
134
0.01% 152
2023
Q1
$23K Hold
134
0.01% 166
2022
Q4
$21K Hold
134
0.01% 167
2022
Q3
$18K Hold
134
0.01% 178
2022
Q2
$17K Hold
134
0.01% 151
2022
Q1
$20K Hold
134
0.01% 127
2021
Q4
$23K Hold
134
0.01% 128
2021
Q3
$20K Hold
134
0.01% 136
2021
Q2
$20K Hold
134
0.01% 137
2021
Q1
$19K Sell
134
-154
-53% -$21.8K 0.01% 140
2020
Q4
$35K Hold
288
0.01% 93
2020
Q3
$29K Hold
288
0.01% 71
2020
Q2
$25K Sell
288
-1,407
-83% -$122K 0.01% 81
2020
Q1
$132K Sell
1,695
-11,482
-87% -$894K 0.09% 39
2019
Q4
$1.25M Buy
+13,177
New +$1.25M 0.89% 34