Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$97K Hold
750
0.01% 312
2025
Q1
$89.6K Hold
750
0.01% 323
2024
Q4
$87K Sell
750
-3
-0.4% -$348 0.01% 330
2024
Q3
$102K Hold
753
0.01% 296
2024
Q2
$102K Hold
753
0.01% 300
2024
Q1
$97.3K Buy
753
+3
+0.4% +$388 0.01% 297
2023
Q4
$85.8K Hold
750
0.01% 313
2023
Q3
$68.3K Hold
750
0.01% 330
2023
Q2
$84.5K Hold
750
0.01% 310
2023
Q1
$78.5K Hold
750
0.01% 309
2022
Q4
$82.9K Hold
750
0.01% 297
2022
Q3
$66K Hold
750
0.01% 310
2022
Q2
$59K Hold
750
0.01% 295
2022
Q1
$64K Buy
+750
New +$64K 0.01% 301
2021
Q4
Sell
-750
Closed -$93K 716
2021
Q3
$93K Hold
750
0.01% 252
2021
Q2
$90K Hold
750
0.01% 243
2021
Q1
$79K Hold
750
0.01% 237
2020
Q4
$76K Hold
750
0.01% 208
2020
Q3
$63K Hold
750
0.01% 218
2020
Q2
$49K Hold
750
0.01% 234
2020
Q1
$49K Hold
750
0.01% 236
2019
Q4
$59K Hold
750
0.01% 233
2019
Q3
$60K Hold
750
0.01% 222
2019
Q2
$63K Hold
750
0.01% 216
2019
Q1
$59K Hold
750
0.01% 211
2018
Q4
$50K Hold
750
0.01% 215
2018
Q3
$60K Hold
750
0.01% 203
2018
Q2
$51K Hold
750
0.01% 210
2018
Q1
$58K Hold
750
0.01% 197
2017
Q4
$51K Hold
750
0.01% 224
2017
Q3
$47K Hold
750
0.01% 237
2017
Q2
$42K Hold
750
0.01% 244
2017
Q1
$38K Hold
750
0.01% 254
2016
Q4
$37K Buy
+750
New +$37K 0.01% 230