Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Hold
43
﹤0.01% 863
2025
Q1
$10K Hold
43
﹤0.01% 859
2024
Q4
$10K Hold
43
﹤0.01% 873
2024
Q3
$11K Hold
43
﹤0.01% 827
2024
Q2
$10K Hold
43
﹤0.01% 827
2024
Q1
$11K Hold
43
﹤0.01% 828
2023
Q4
$10K Hold
43
﹤0.01% 831
2023
Q3
$9K Hold
43
﹤0.01% 828
2023
Q2
$8K Hold
43
﹤0.01% 862
2023
Q1
$7K Hold
43
﹤0.01% 847
2022
Q4
$7K Hold
43
﹤0.01% 848
2022
Q3
$7K Hold
43
﹤0.01% 841
2022
Q2
$9K Hold
43
﹤0.01% 841
2022
Q1
$7K Hold
43
﹤0.01% 930
2021
Q4
$10K Hold
43
﹤0.01% 855
2021
Q3
$10K Hold
43
﹤0.01% 850
2021
Q2
$11K Hold
43
﹤0.01% 818
2021
Q1
$13K Hold
43
﹤0.01% 788
2020
Q4
$11K Hold
43
﹤0.01% 798
2020
Q3
$8K Buy
+43
New +$8K ﹤0.01% 828
2018
Q2
Sell
-103
Closed -$14K 1050
2018
Q1
$14K Hold
103
﹤0.01% 677
2017
Q4
$12K Hold
103
﹤0.01% 729
2017
Q3
$12K Buy
+103
New +$12K ﹤0.01% 698