Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Hold
18,161
﹤0.01% 898
2025
Q1
$115K Hold
18,161
﹤0.01% 875
2024
Q4
$119K Hold
18,161
﹤0.01% 853
2024
Q3
$85.7K Hold
18,161
﹤0.01% 900
2024
Q2
$97.7K Hold
18,161
﹤0.01% 829
2024
Q1
$89.9K Hold
18,161
﹤0.01% 832
2023
Q4
$70.8K Sell
18,161
-5,772
-24% -$22.5K ﹤0.01% 812
2023
Q3
$101K Hold
23,933
﹤0.01% 822
2023
Q2
$111K Hold
23,933
﹤0.01% 823
2023
Q1
$98.1K Hold
23,933
﹤0.01% 811
2022
Q4
$73K Sell
23,933
-545
-2% -$1.66K ﹤0.01% 842
2022
Q3
$112K Hold
24,478
﹤0.01% 823
2022
Q2
$114K Hold
24,478
﹤0.01% 822
2022
Q1
$160K Buy
24,478
+5,555
+29% +$36.3K ﹤0.01% 821
2021
Q4
$89K Sell
18,923
-6,315
-25% -$29.7K ﹤0.01% 846
2021
Q3
$172K Hold
25,238
﹤0.01% 813
2021
Q2
$210K Hold
25,238
﹤0.01% 796
2021
Q1
$199K Buy
+25,238
New +$199K ﹤0.01% 725