Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$547K Sell
1,148
-43
-4% -$20.5K 0.01% 751
2025
Q1
$437K Hold
1,191
0.01% 753
2024
Q4
$481K Hold
1,191
0.01% 779
2024
Q3
$601K Hold
1,191
0.01% 751
2024
Q2
$512K Sell
1,191
-47
-4% -$20.2K 0.01% 788
2024
Q1
$469K Hold
1,238
0.01% 793
2023
Q4
$401K Hold
1,238
0.01% 823
2023
Q3
$389K Hold
1,238
0.01% 818
2023
Q2
$422K Hold
1,238
0.01% 844
2023
Q1
$367K Hold
1,238
0.01% 838
2022
Q4
$372K Buy
1,238
+38
+3% +$11.4K 0.01% 830
2022
Q3
$313K Hold
1,200
0.01% 856
2022
Q2
$338K Hold
1,200
0.01% 864
2022
Q1
$362K Hold
1,200
﹤0.01% 875
2021
Q4
$323K Hold
1,200
﹤0.01% 904
2021
Q3
$315K Hold
1,200
﹤0.01% 897
2021
Q2
$306K Sell
1,200
-100
-8% -$25.5K ﹤0.01% 909
2021
Q1
$321K Hold
1,300
﹤0.01% 861
2020
Q4
$324K Buy
1,300
+200
+18% +$49.8K ﹤0.01% 850
2020
Q3
$234K Buy
1,100
+100
+10% +$21.3K ﹤0.01% 879
2020
Q2
$217K Hold
1,000
﹤0.01% 935
2020
Q1
$211K Hold
1,000
﹤0.01% 891
2019
Q4
$250K Hold
1,000
﹤0.01% 927
2019
Q3
$231K Buy
+1,000
New +$231K ﹤0.01% 935