Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$94.7K Hold
298
0.01% 182
2025
Q1
$77.2K Buy
298
+20
+7% +$5.18K 0.01% 198
2024
Q4
$112K Buy
278
+3
+1% +$1.21K 0.01% 165
2024
Q3
$71.9K Hold
275
0.01% 182
2024
Q2
$54.4K Buy
275
+200
+267% +$39.6K 0.01% 184
2024
Q1
$13.2K Hold
75
﹤0.01% 278
2023
Q4
$18.6K Hold
75
﹤0.01% 243
2023
Q3
$18.8K Hold
75
﹤0.01% 243
2023
Q2
$19.6K Hold
75
﹤0.01% 241
2023
Q1
$15.6K Hold
75
﹤0.01% 245
2022
Q4
$9K Hold
75
﹤0.01% 261
2022
Q3
$20K Hold
75
﹤0.01% 227
2022
Q2
$17K Sell
75
-1,575
-95% -$357K ﹤0.01% 246
2022
Q1
$593K Buy
1,650
+75
+5% +$27K 0.12% 78
2021
Q4
$555K Hold
1,575
0.13% 70
2021
Q3
$407K Hold
1,575
0.1% 78
2021
Q2
$357K Hold
1,575
0.25% 77
2021
Q1
$351K Sell
1,575
-75
-5% -$16.7K 0.25% 83
2020
Q4
$388K Hold
1,650
0.31% 78
2020
Q3
$236K Buy
1,650
+75
+5% +$10.7K 0.2% 92
2020
Q2
$113K Hold
1,575
0.11% 119
2020
Q1
$55K Hold
1,575
0.06% 136
2019
Q4
$44K Hold
1,575
0.04% 158
2019
Q3
$25K Hold
1,575
0.02% 187
2019
Q2
$23K Buy
1,575
+75
+5% +$1.1K 0.02% 194
2019
Q1
$28K Hold
1,500
0.02% 201
2018
Q4
$33K Hold
1,500
0.02% 173
2018
Q3
$26K Hold
1,500
0.01% 206
2018
Q2
$34K Hold
1,500
0.02% 196
2018
Q1
$27K Hold
1,500
0.01% 202
2017
Q4
$31K Hold
1,500
0.01% 193
2017
Q3
$34K Hold
1,500
0.02% 167
2017
Q2
$36K Hold
1,500
0.02% 182
2017
Q1
$28K Hold
1,500
0.01% 213
2016
Q4
$21K Hold
1,500
0.01% 234
2016
Q3
$20K Hold
1,500
0.01% 240
2016
Q2
$21K Buy
+1,500
New +$21K 0.01% 225