Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.04K Hold
10,067
﹤0.01% 374
2025
Q1
$7.26K Hold
10,067
﹤0.01% 357
2024
Q4
$6.32K Hold
10,067
﹤0.01% 356
2024
Q3
$12.4K Hold
10,067
﹤0.01% 348
2024
Q2
$8.21K Hold
10,067
﹤0.01% 337
2024
Q1
$21.5K Sell
10,067
-267
-3% -$571 ﹤0.01% 339
2023
Q4
$42.6K Buy
10,334
+1
+0% +$4 ﹤0.01% 330
2023
Q3
$45.7K Hold
10,333
0.01% 313
2023
Q2
$63.2K Hold
10,333
0.01% 337
2023
Q1
$57.9K Buy
10,333
+267
+3% +$1.5K 0.01% 330
2022
Q4
$72.5K Sell
10,066
-133
-1% -$958 0.01% 327
2022
Q3
$132K Buy
10,199
+266
+3% +$3.44K 0.02% 301
2022
Q2
$139K Hold
9,933
0.03% 220
2022
Q1
$197K Buy
9,933
+3,053
+44% +$60.6K 0.02% 310
2021
Q4
$254K Sell
6,880
-400
-5% -$14.8K 0.03% 278
2021
Q3
$933K Buy
7,280
+533
+8% +$68.3K 0.12% 148
2021
Q2
$648K Hold
6,747
0.14% 122
2021
Q1
$449K Hold
6,747
0.11% 141
2020
Q4
$215K Hold
6,747
0.06% 191
2020
Q3
$180K Hold
6,747
0.06% 182
2020
Q2
$214K Buy
+6,747
New +$214K 0.07% 175