Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$135K Hold
454
0.01% 165
2025
Q1
$141K Hold
454
0.02% 156
2024
Q4
$118K Sell
454
-3
-0.7% -$782 0.01% 159
2024
Q3
$147K Sell
457
-56
-11% -$18K 0.02% 159
2024
Q2
$160K Sell
513
-263
-34% -$82.2K 0.02% 161
2024
Q1
$221K Buy
776
+77
+11% +$21.9K 0.02% 178
2023
Q4
$188K Hold
699
0.02% 177
2023
Q3
$188K Buy
+699
New +$188K 0.02% 177
2020
Q2
Sell
-108
Closed -$22K 71
2020
Q1
$22K Hold
108
0.01% 132
2019
Q4
$26K Buy
108
+60
+125% +$14.4K 0.01% 138
2019
Q3
$9K Hold
48
﹤0.01% 167
2019
Q2
$9K Sell
48
-16
-25% -$3K ﹤0.01% 158
2019
Q1
$12K Buy
64
+16
+33% +$3K ﹤0.01% 151
2018
Q4
$9K Buy
+48
New +$9K ﹤0.01% 157