Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24K Hold
235
﹤0.01% 695
2025
Q1
$25K Hold
235
﹤0.01% 666
2024
Q4
$26K Hold
235
﹤0.01% 676
2024
Q3
$34K Hold
235
﹤0.01% 621
2024
Q2
$34K Hold
235
﹤0.01% 596
2024
Q1
$34K Hold
235
﹤0.01% 619
2023
Q4
$22K Hold
235
﹤0.01% 687
2023
Q3
$21K Sell
235
-1,638
-87% -$146K ﹤0.01% 672
2023
Q2
$210K Buy
1,873
+184
+11% +$20.6K 0.01% 298
2023
Q1
$213K Buy
1,689
+1,454
+619% +$183K 0.01% 288
2022
Q4
$25K Hold
235
﹤0.01% 608
2022
Q3
$16K Hold
235
﹤0.01% 676
2022
Q2
$11K Hold
235
﹤0.01% 792
2022
Q1
$18K Hold
235
﹤0.01% 717
2021
Q4
$30K Hold
235
﹤0.01% 640
2021
Q3
$34K Hold
235
﹤0.01% 617
2021
Q2
$27K Hold
235
﹤0.01% 648
2021
Q1
$19K Hold
235
﹤0.01% 707
2020
Q4
$15K Hold
235
﹤0.01% 730
2020
Q3
$10K Buy
+235
New +$10K ﹤0.01% 766