Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.5K Hold
220
0.01% 533
2025
Q1
$26.5K Hold
220
0.01% 534
2024
Q4
$25.7K Hold
220
0.01% 546
2024
Q3
$33.1K Hold
220
0.01% 489
2024
Q2
$34.8K Hold
220
0.01% 459
2024
Q1
$43.5K Hold
220
0.01% 430
2023
Q4
$38.3K Hold
220
0.01% 432
2023
Q3
$34.4K Hold
220
0.01% 429
2023
Q2
$36.1K Hold
220
0.01% 420
2023
Q1
$34K Hold
220
0.01% 419
2022
Q4
$29K Sell
220
-100
-31% -$13.2K 0.01% 420
2022
Q3
$34K Hold
320
0.01% 378
2022
Q2
$33K Hold
320
0.01% 387
2022
Q1
$48K Hold
320
0.02% 360
2021
Q4
$37K Sell
320
-180
-36% -$20.8K 0.01% 391
2021
Q3
$49K Sell
500
-151
-23% -$14.8K 0.02% 347
2021
Q2
$62K Hold
651
0.03% 313
2021
Q1
$52K Buy
651
+151
+30% +$12.1K 0.03% 338
2020
Q4
$27K Hold
500
0.02% 422
2020
Q3
$22K Hold
500
0.02% 433
2020
Q2
$21K Hold
500
0.02% 417
2020
Q1
$18K Hold
500
0.02% 404
2019
Q4
$28K Hold
500
0.02% 385
2019
Q3
$25K Hold
500
0.01% 417
2019
Q2
$28K Hold
500
0.02% 389
2019
Q1
$29K Hold
500
0.02% 382
2018
Q4
$26K Buy
+500
New +$26K 0.02% 378
2017
Q1
$30K Buy
+500
New +$30K 0.02% 361