Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.48K Sell
165
-5
-3% -$227 ﹤0.01% 2571
2025
Q1
$7.95K Sell
170
-9
-5% -$421 ﹤0.01% 2513
2024
Q4
$8.65K Hold
179
﹤0.01% 2432
2024
Q3
$7.54K Buy
179
+14
+8% +$589 ﹤0.01% 2477
2024
Q2
$5.47K Hold
165
﹤0.01% 2497
2024
Q1
$6.31K Hold
165
﹤0.01% 2457
2023
Q4
$7.42K Sell
165
-5
-3% -$225 ﹤0.01% 2398
2023
Q3
$10K Buy
170
+5
+3% +$294 ﹤0.01% 2197
2023
Q2
$8.91K Sell
165
-11
-6% -$594 ﹤0.01% 2220
2023
Q1
$8.26K Sell
176
-28
-14% -$1.31K ﹤0.01% 2217
2022
Q4
$11K Buy
204
+4
+2% +$215 ﹤0.01% 1989
2022
Q3
$12K Sell
200
-1
-0.5% -$60 ﹤0.01% 1920
2022
Q2
$11K Buy
201
+36
+22% +$1.97K ﹤0.01% 1932
2022
Q1
$11K Sell
165
-3
-2% -$200 ﹤0.01% 1980
2021
Q4
$21K Buy
168
+3
+2% +$375 ﹤0.01% 1756
2021
Q3
$22K Hold
165
﹤0.01% 1676
2021
Q2
$17K Hold
165
﹤0.01% 1753
2021
Q1
$14K Hold
165
﹤0.01% 1761
2020
Q4
$15K Hold
165
﹤0.01% 1609
2020
Q3
$13K Hold
165
﹤0.01% 1615
2020
Q2
$11K Hold
165
﹤0.01% 1684
2020
Q1
$7K Hold
165
﹤0.01% 1783
2019
Q4
$8K Hold
165
﹤0.01% 1820
2019
Q3
$5K Hold
165
﹤0.01% 1932
2019
Q2
$5K Sell
165
-75
-31% -$2.27K ﹤0.01% 1838
2019
Q1
$7K Hold
240
﹤0.01% 1690
2018
Q4
$9K Hold
240
﹤0.01% 1387
2018
Q3
$11K Hold
240
﹤0.01% 1413
2018
Q2
$10K Hold
240
﹤0.01% 1349
2018
Q1
$7K Hold
240
﹤0.01% 1433
2017
Q4
$5K Hold
240
﹤0.01% 1602
2017
Q3
$5K Hold
240
﹤0.01% 1613
2017
Q2
$4K Hold
240
﹤0.01% 1698
2017
Q1
$4K Hold
240
﹤0.01% 1609
2016
Q4
$4K Buy
+240
New +$4K ﹤0.01% 1466