Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28K Hold
4
﹤0.01% 662
2025
Q1
$28K Hold
4
﹤0.01% 647
2024
Q4
$32K Hold
4
﹤0.01% 637
2024
Q3
$40K Hold
4
﹤0.01% 601
2024
Q2
$32K Sell
4
-3
-43% -$24K ﹤0.01% 609
2024
Q1
$56K Hold
7
﹤0.01% 545
2023
Q4
$49K Hold
7
﹤0.01% 559
2023
Q3
$42K Hold
7
﹤0.01% 557
2023
Q2
$43K Hold
7
﹤0.01% 577
2023
Q1
$41K Hold
7
﹤0.01% 560
2022
Q4
$34K Hold
7
﹤0.01% 569
2022
Q3
$28K Hold
7
﹤0.01% 594
2022
Q2
$28K Hold
7
﹤0.01% 623
2022
Q1
$29K Hold
7
﹤0.01% 635
2021
Q4
$42K Hold
7
﹤0.01% 583
2021
Q3
$34K Hold
7
﹤0.01% 620
2021
Q2
$35K Hold
7
﹤0.01% 607
2021
Q1
$33K Hold
7
﹤0.01% 619
2020
Q4
$28K Hold
7
﹤0.01% 616
2020
Q3
$28K Buy
7
+3
+75% +$12K ﹤0.01% 589
2020
Q2
$13K Hold
4
﹤0.01% 696
2020
Q1
$11K Buy
4
+3
+300% +$8.25K ﹤0.01% 673
2019
Q4
$4K Hold
1
﹤0.01% 837
2019
Q3
$4K Hold
1
﹤0.01% 872
2019
Q2
$3K Hold
1
﹤0.01% 903
2019
Q1
$3K Hold
1
﹤0.01% 860
2018
Q4
$2K Hold
1
﹤0.01% 890
2018
Q3
$2K Hold
1
﹤0.01% 960
2018
Q2
$3K Hold
1
﹤0.01% 923
2018
Q1
$3K Hold
1
﹤0.01% 933
2017
Q4
$4K Buy
+1
New +$4K ﹤0.01% 905