Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344 Hold
4
﹤0.01% 157
2025
Q1
$369 Hold
4
﹤0.01% 139
2024
Q4
$338 Hold
4
﹤0.01% 139
2024
Q3
$422 Hold
4
﹤0.01% 138
2024
Q2
$346 Hold
4
﹤0.01% 150
2024
Q1
$422 Hold
4
﹤0.01% 148
2023
Q4
$477 Hold
4
﹤0.01% 151
2023
Q3
$538 Hold
4
﹤0.01% 157
2023
Q2
$548 Hold
4
﹤0.01% 139
2023
Q1
$604 Hold
4
﹤0.01% 168
2022
Q4
$458 Hold
4
﹤0.01% 161
2022
Q3
$0 Hold
4
﹤0.01% 130
2022
Q2
$1K Hold
4
﹤0.01% 107
2022
Q1
$1K Hold
4
﹤0.01% 121
2021
Q4
$1K Sell
4
-18
-82% -$4.5K ﹤0.01% 137
2021
Q3
$3K Sell
22
-8,470
-100% -$1.16M ﹤0.01% 150
2021
Q2
$1.73M Buy
8,492
+2,050
+32% +$418K 1.95% 23
2021
Q1
$1.18M Sell
6,442
-1,105
-15% -$203K 1.04% 39
2020
Q4
$1.63M Buy
+7,547
New +$1.63M 1.61% 31