Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$157K Hold
320
﹤0.01% 662
2025
Q1
$137K Hold
320
﹤0.01% 666
2024
Q4
$136K Hold
320
﹤0.01% 632
2024
Q3
$150K Hold
320
﹤0.01% 627
2024
Q2
$131K Sell
320
-1
-0.3% -$408 ﹤0.01% 633
2024
Q1
$140K Hold
321
﹤0.01% 635
2023
Q4
$109K Buy
321
+11
+4% +$3.72K ﹤0.01% 687
2023
Q3
$91.6K Hold
310
﹤0.01% 709
2023
Q2
$101K Hold
310
﹤0.01% 699
2023
Q1
$84K Buy
310
+44
+17% +$11.9K ﹤0.01% 731
2022
Q4
$57K Hold
266
﹤0.01% 820
2022
Q3
$49K Sell
266
-47
-15% -$8.66K ﹤0.01% 875
2022
Q2
$58K Sell
313
-50
-14% -$9.27K ﹤0.01% 873
2022
Q1
$80K Sell
363
-3
-0.8% -$661 ﹤0.01% 825
2021
Q4
$95K Buy
+366
New +$95K ﹤0.01% 812