Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13K Hold
110
﹤0.01% 821
2025
Q1
$11K Hold
110
﹤0.01% 847
2024
Q4
$12K Hold
110
﹤0.01% 838
2024
Q3
$8K Hold
110
﹤0.01% 881
2024
Q2
$7K Hold
110
﹤0.01% 879
2024
Q1
$8K Hold
110
﹤0.01% 878
2023
Q4
$9K Hold
110
﹤0.01% 846
2023
Q3
$7K Hold
110
﹤0.01% 861
2023
Q2
$8K Sell
110
-400
-78% -$29.1K ﹤0.01% 860
2023
Q1
$35K Hold
510
﹤0.01% 584
2022
Q4
$24K Sell
510
-150
-23% -$7.06K ﹤0.01% 619
2022
Q3
$46K Hold
660
﹤0.01% 523
2022
Q2
$55K Hold
660
﹤0.01% 524
2022
Q1
$108K Hold
660
0.01% 423
2021
Q4
$174K Hold
660
0.01% 346
2021
Q3
$211K Hold
660
0.01% 314
2021
Q2
$260K Hold
660
0.02% 268
2021
Q1
$225K Hold
660
0.02% 287
2020
Q4
$223K Hold
660
0.02% 282
2020
Q3
$163K Hold
660
0.01% 314
2020
Q2
$145K Buy
660
+30
+5% +$6.59K 0.01% 324
2020
Q1
$56K Hold
630
0.01% 434
2019
Q4
$62K Hold
630
0.01% 483
2019
Q3
$69K Buy
630
+500
+385% +$54.8K 0.01% 466
2019
Q2
$18K Hold
130
﹤0.01% 647
2019
Q1
$17K Hold
130
﹤0.01% 609
2018
Q4
$12K Hold
130
﹤0.01% 641
2018
Q3
$11K Hold
130
﹤0.01% 719
2018
Q2
$7K Buy
+130
New +$7K ﹤0.01% 782