Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29K Hold
260
﹤0.01% 652
2025
Q1
$24K Hold
260
﹤0.01% 674
2024
Q4
$28K Hold
260
﹤0.01% 659
2024
Q3
$26K Hold
260
﹤0.01% 663
2024
Q2
$23K Hold
260
﹤0.01% 666
2024
Q1
$26K Hold
260
﹤0.01% 664
2023
Q4
$24K Hold
260
﹤0.01% 660
2023
Q3
$21K Hold
260
﹤0.01% 668
2023
Q2
$22K Hold
260
﹤0.01% 673
2023
Q1
$22K Hold
260
﹤0.01% 643
2022
Q4
$22K Hold
260
﹤0.01% 628
2022
Q3
$18K Hold
260
﹤0.01% 650
2022
Q2
$17K Hold
260
﹤0.01% 695
2022
Q1
$20K Hold
260
﹤0.01% 696
2021
Q4
$21K Hold
260
﹤0.01% 696
2021
Q3
$16K Hold
260
﹤0.01% 742
2021
Q2
$16K Hold
260
﹤0.01% 736
2021
Q1
$17K Sell
260
-145
-36% -$9.48K ﹤0.01% 731
2020
Q4
$20K Hold
405
﹤0.01% 672
2020
Q3
$17K Buy
405
+260
+179% +$10.9K ﹤0.01% 648
2020
Q2
$5K Hold
145
﹤0.01% 842
2020
Q1
$4K Hold
145
﹤0.01% 795
2019
Q4
$6K Hold
145
﹤0.01% 756
2019
Q3
$5K Hold
145
﹤0.01% 818
2019
Q2
$5K Hold
145
﹤0.01% 799
2019
Q1
$4K Hold
145
﹤0.01% 779
2018
Q4
$4K Hold
145
﹤0.01% 762
2018
Q3
$5K Hold
145
﹤0.01% 806
2018
Q2
$5K Hold
145
﹤0.01% 811
2018
Q1
$5K Hold
145
﹤0.01% 809
2017
Q4
$5K Buy
+145
New +$5K ﹤0.01% 838