Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6K Hold
80
﹤0.01% 939
2025
Q1
$6K Hold
80
﹤0.01% 941
2024
Q4
$6K Hold
80
﹤0.01% 954
2024
Q3
$6K Hold
80
﹤0.01% 917
2024
Q2
$10K Sell
80
-245
-75% -$30.6K ﹤0.01% 815
2024
Q1
$46K Hold
325
﹤0.01% 576
2023
Q4
$40K Buy
325
+165
+103% +$20.3K ﹤0.01% 582
2023
Q3
$15K Hold
160
﹤0.01% 740
2023
Q2
$20K Hold
160
﹤0.01% 693
2023
Q1
$19K Hold
160
﹤0.01% 673
2022
Q4
$19K Hold
160
﹤0.01% 656
2022
Q3
$12K Hold
160
﹤0.01% 733
2022
Q2
$12K Hold
160
﹤0.01% 774
2022
Q1
$20K Hold
160
﹤0.01% 700
2021
Q4
$21K Hold
160
﹤0.01% 700
2021
Q3
$21K Hold
160
﹤0.01% 702
2021
Q2
$17K Hold
160
﹤0.01% 726
2021
Q1
$14K Hold
160
﹤0.01% 769
2020
Q4
$15K Sell
160
-2,080
-93% -$195K ﹤0.01% 732
2020
Q3
$231K Hold
2,240
0.02% 259
2020
Q2
$227K Buy
2,240
+1,200
+115% +$122K 0.02% 255
2020
Q1
$70K Buy
+1,040
New +$70K 0.01% 390