Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62K Hold
426
﹤0.01% 316
2025
Q1
$65.7K Hold
426
﹤0.01% 298
2024
Q4
$59.7K Hold
426
﹤0.01% 306
2024
Q3
$57.2K Sell
426
-1,469
-78% -$197K ﹤0.01% 299
2024
Q2
$225K Hold
1,895
0.01% 190
2024
Q1
$233K Hold
1,895
0.01% 178
2023
Q4
$226K Hold
1,895
0.01% 179
2023
Q3
$219K Hold
1,895
0.01% 175
2023
Q2
$212K Hold
1,895
0.01% 179
2023
Q1
$217K Buy
1,895
+621
+49% +$71.2K 0.01% 177
2022
Q4
$147K Hold
1,274
0.01% 199
2022
Q3
$143K Hold
1,274
0.01% 195
2022
Q2
$145K Hold
1,274
0.01% 197
2022
Q1
$174K Sell
1,274
-1,383
-52% -$189K 0.01% 194
2021
Q4
$363K Hold
2,657
0.02% 164
2021
Q3
$299K Hold
2,657
0.01% 165
2021
Q2
$285K Hold
2,657
0.01% 161
2021
Q1
$260K Hold
2,657
0.01% 160
2020
Q4
$248K Hold
2,657
0.01% 159
2020
Q3
$212K Buy
2,657
+1,383
+109% +$110K 0.01% 159
2020
Q2
$97K Buy
+1,274
New +$97K 0.01% 199