Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-512
Closed -$29.7K 1479
2025
Q1
$29.7K Hold
512
﹤0.01% 881
2024
Q4
$35.3K Hold
512
﹤0.01% 822
2024
Q3
$34.1K Sell
512
-256
-33% -$17K ﹤0.01% 830
2024
Q2
$56.9K Hold
768
﹤0.01% 674
2024
Q1
$76.6K Hold
768
﹤0.01% 608
2023
Q4
$63.6K Hold
768
﹤0.01% 641
2023
Q3
$47.3K Hold
768
﹤0.01% 652
2023
Q2
$50.3K Hold
768
﹤0.01% 670
2023
Q1
$37.4K Hold
768
﹤0.01% 718
2022
Q4
$32.5K Hold
768
﹤0.01% 749
2022
Q3
$34K Hold
768
﹤0.01% 727
2022
Q2
$42K Hold
768
﹤0.01% 701
2022
Q1
$50K Hold
768
﹤0.01% 671
2021
Q4
$104K Hold
768
﹤0.01% 564
2021
Q3
$78K Hold
768
﹤0.01% 598
2021
Q2
$78K Hold
768
﹤0.01% 589
2021
Q1
$70K Hold
768
﹤0.01% 591
2020
Q4
$64K Hold
768
﹤0.01% 582
2020
Q3
$55K Hold
768
﹤0.01% 591
2020
Q2
$50K Hold
768
﹤0.01% 579
2020
Q1
$31K Hold
768
﹤0.01% 633
2019
Q4
$35K Hold
768
﹤0.01% 659
2019
Q3
$35K Hold
768
﹤0.01% 662
2019
Q2
$28K Hold
768
﹤0.01% 686
2019
Q1
$24K Hold
768
﹤0.01% 707
2018
Q4
$23K Hold
768
﹤0.01% 709
2018
Q3
$30K Hold
768
﹤0.01% 683
2018
Q2
$24K Hold
768
﹤0.01% 730
2018
Q1
$21K Hold
768
﹤0.01% 751
2017
Q4
$21K Hold
768
﹤0.01% 710
2017
Q3
$17K Buy
+768
New +$17K ﹤0.01% 724