Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2K Hold
166
﹤0.01% 728
2025
Q1
$3K Hold
166
﹤0.01% 686
2024
Q4
$2K Hold
166
﹤0.01% 670
2024
Q3
$3K Hold
166
﹤0.01% 657
2024
Q2
$3K Hold
166
﹤0.01% 635
2024
Q1
$3K Hold
166
﹤0.01% 627
2023
Q4
$3K Hold
166
﹤0.01% 698
2023
Q3
$3K Hold
166
﹤0.01% 767
2023
Q2
$3K Sell
166
-307
-65% -$5.55K ﹤0.01% 773
2023
Q1
$9K Hold
473
﹤0.01% 546
2022
Q4
$10K Buy
473
+307
+185% +$6.49K ﹤0.01% 538
2022
Q3
$3K Hold
166
﹤0.01% 720
2022
Q2
$3K Hold
166
﹤0.01% 727
2022
Q1
$3K Hold
166
﹤0.01% 723
2021
Q4
$2K Hold
166
﹤0.01% 773
2021
Q3
$2K Hold
166
﹤0.01% 758
2021
Q2
$3K Hold
166
﹤0.01% 709
2021
Q1
$2K Sell
166
-109
-40% -$1.31K ﹤0.01% 684
2020
Q4
$4K Hold
275
﹤0.01% 632
2020
Q3
$2K Hold
275
﹤0.01% 677
2020
Q2
$3K Hold
275
﹤0.01% 592
2020
Q1
$3K Hold
275
﹤0.01% 550
2019
Q4
$7K Hold
275
0.01% 477
2019
Q3
$6K Hold
275
﹤0.01% 492
2019
Q2
$6K Hold
275
﹤0.01% 472
2019
Q1
$7K Buy
+275
New +$7K 0.01% 438