Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Sell
8,522
-304
-3% -$7.37K ﹤0.01% 1996
2025
Q1
$79.3K Buy
8,826
+593
+7% +$5.33K ﹤0.01% 2490
2024
Q4
$101K Buy
8,233
+8
+0.1% +$98 ﹤0.01% 2396
2024
Q3
$51.8K Hold
8,225
﹤0.01% 2718
2024
Q2
$80.9K Hold
8,225
﹤0.01% 2436
2024
Q1
$65.3K Hold
8,225
﹤0.01% 2557
2023
Q4
$63.1K Hold
8,225
﹤0.01% 2549
2023
Q3
$41.5K Hold
8,225
﹤0.01% 2534
2023
Q2
$40.6K Buy
8,225
+1
+0% +$5 ﹤0.01% 2588
2023
Q1
$68.8K Buy
8,224
+17
+0.2% +$142 ﹤0.01% 2360
2022
Q4
$70.8K Hold
8,207
﹤0.01% 2347
2022
Q3
$79K Hold
8,207
﹤0.01% 2284
2022
Q2
$133K Hold
8,207
﹤0.01% 2075
2022
Q1
$369K Hold
8,207
﹤0.01% 1672
2021
Q4
$427K Buy
+8,207
New +$427K ﹤0.01% 1604
2021
Q2
Sell
-280
Closed -$24K 4020
2021
Q1
$24K Buy
+280
New +$24K ﹤0.01% 2933