Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23K Hold
330
﹤0.01% 706
2025
Q1
$23K Hold
330
﹤0.01% 692
2024
Q4
$20K Hold
330
﹤0.01% 746
2024
Q3
$20K Hold
330
﹤0.01% 722
2024
Q2
$17K Hold
330
﹤0.01% 733
2024
Q1
$18K Sell
330
-75
-19% -$4.09K ﹤0.01% 741
2023
Q4
$21K Sell
405
-574
-59% -$29.8K ﹤0.01% 698
2023
Q3
$51K Sell
979
-20
-2% -$1.04K ﹤0.01% 529
2023
Q2
$58K Buy
999
+75
+8% +$4.35K ﹤0.01% 526
2023
Q1
$56K Hold
924
﹤0.01% 507
2022
Q4
$58K Hold
924
﹤0.01% 491
2022
Q3
$55K Hold
924
﹤0.01% 491
2022
Q2
$60K Hold
924
﹤0.01% 507
2022
Q1
$63K Hold
924
﹤0.01% 525
2021
Q4
$63K Hold
924
﹤0.01% 531
2021
Q3
$58K Hold
924
﹤0.01% 531
2021
Q2
$56K Hold
924
﹤0.01% 532
2021
Q1
$55K Hold
924
﹤0.01% 535
2020
Q4
$51K Buy
924
+20
+2% +$1.1K ﹤0.01% 522
2020
Q3
$46K Buy
904
+61
+7% +$3.1K ﹤0.01% 516
2020
Q2
$50K Buy
843
+694
+466% +$41.2K ﹤0.01% 487
2020
Q1
$8K Hold
149
﹤0.01% 715
2019
Q4
$10K Hold
149
﹤0.01% 701
2019
Q3
$10K Hold
149
﹤0.01% 735
2019
Q2
$9K Hold
149
﹤0.01% 736
2019
Q1
$9K Hold
149
﹤0.01% 688
2018
Q4
$8K Hold
149
﹤0.01% 687
2018
Q3
$8K Hold
149
﹤0.01% 755
2018
Q2
$8K Buy
+149
New +$8K ﹤0.01% 759