Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84.9K Hold
405
0.03% 101
2025
Q1
$69.1K Buy
405
+5
+1% +$853 0.02% 106
2024
Q4
$70.8K Hold
400
0.02% 104
2024
Q3
$60.8K Hold
400
0.02% 117
2024
Q2
$72.8K Hold
400
0.02% 102
2024
Q1
$77.2K Hold
400
0.02% 105
2023
Q4
$104K Hold
400
0.04% 83
2023
Q3
$76.7K Hold
400
0.04% 94
2023
Q2
$85K Hold
400
0.05% 92
2023
Q1
$85K Hold
400
0.05% 92
2022
Q4
$76K Hold
400
0.04% 94
2022
Q3
$48K Hold
400
0.06% 115
2022
Q2
$55K Buy
400
+200
+100% +$27.5K 0.07% 112
2022
Q1
$38K Hold
200
0.04% 140
2021
Q4
$40K Hold
200
0.05% 140
2021
Q3
$44K Hold
200
0.05% 133
2021
Q2
$48K Buy
200
+100
+100% +$24K 0.06% 129
2021
Q1
$25K Hold
100
0.04% 148
2020
Q4
$21K Hold
100
0.03% 154
2020
Q3
$17K Hold
100
0.03% 151
2020
Q2
$18K Sell
100
-100
-50% -$18K 0.04% 129
2020
Q1
$30K Buy
200
+100
+100% +$15K 0.08% 92
2019
Q4
$33K Hold
100
0.11% 98
2019
Q3
$38K Hold
100
0.13% 93
2019
Q2
$36K Hold
100
0.12% 93
2019
Q1
$38K Hold
100
0.13% 88
2018
Q4
$32K Hold
100
0.12% 92
2018
Q3
$37K Buy
+100
New +$37K 0.13% 98