Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71.7K Hold
1,230
0.04% 207
2025
Q1
$59.4K Hold
1,230
0.03% 209
2024
Q4
$45.8K Hold
1,230
0.02% 229
2024
Q3
$65.7K Buy
+1,230
New +$65.7K 0.03% 205
2024
Q1
$44.1K Hold
1,230
0.02% 239
2023
Q4
$50.9K Buy
1,230
+230
+23% +$9.52K 0.03% 226
2023
Q3
$37K Hold
1,000
0.02% 238
2023
Q2
$42.7K Hold
1,000
0.02% 238
2023
Q1
$49K Hold
1,000
0.03% 233
2022
Q4
$47K Buy
1,000
+527
+111% +$24.8K 0.03% 236
2022
Q3
$20K Buy
473
+173
+58% +$7.32K 0.01% 294
2022
Q2
$18K Hold
300
0.01% 309
2022
Q1
$24K Hold
300
0.01% 301
2021
Q4
$19K Hold
300
0.01% 326
2021
Q3
$16K Hold
300
0.01% 330
2021
Q2
$19K Hold
300
0.01% 324
2021
Q1
$18K Buy
+300
New +$18K 0.01% 319
2019
Q4
Sell
-65
Closed -$2K 412
2019
Q3
$2K Hold
65
﹤0.01% 397
2019
Q2
$3K Buy
+65
New +$3K ﹤0.01% 387