Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$135K Hold
850
﹤0.01% 1032
2025
Q1
$139K Sell
850
-3
-0.4% -$491 ﹤0.01% 1021
2024
Q4
$183K Buy
853
+63
+8% +$13.5K 0.01% 1010
2024
Q3
$132K Hold
790
﹤0.01% 1026
2024
Q2
$126K Hold
790
﹤0.01% 1034
2024
Q1
$109K Sell
790
-129
-14% -$17.8K ﹤0.01% 1084
2023
Q4
$113K Hold
919
﹤0.01% 1074
2023
Q3
$84K Hold
919
﹤0.01% 1142
2023
Q2
$72K Sell
919
-529
-37% -$41.4K ﹤0.01% 942
2023
Q1
$145K Hold
1,448
0.01% 964
2022
Q4
$111K Hold
1,448
﹤0.01% 1049
2022
Q3
$113K Hold
1,448
﹤0.01% 1049
2022
Q2
$95K Hold
1,448
﹤0.01% 1056
2022
Q1
$151K Sell
1,448
-71
-5% -$7.4K 0.01% 1005
2021
Q4
$240K Sell
1,519
-143
-9% -$22.6K 0.01% 815
2021
Q3
$326K Hold
1,662
0.01% 702
2021
Q2
$482K Hold
1,662
0.02% 637
2021
Q1
$464K Buy
1,662
+54
+3% +$15.1K 0.02% 629
2020
Q4
$402K Buy
1,608
+259
+19% +$64.8K 0.02% 586
2020
Q3
$344K Buy
1,349
+106
+9% +$27K 0.02% 555
2020
Q2
$318K Sell
1,243
-11
-0.9% -$2.81K 0.02% 509
2020
Q1
$126K Buy
1,254
+507
+68% +$50.9K 0.01% 701
2019
Q4
$91K Buy
+747
New +$91K ﹤0.01% 784