Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$426 Hold
19
﹤0.01% 177
2025
Q1
$431 Hold
19
﹤0.01% 183
2024
Q4
$381 Hold
19
﹤0.01% 188
2024
Q3
$446 Hold
19
﹤0.01% 208
2024
Q2
$588 Hold
19
﹤0.01% 205
2024
Q1
$839 Hold
19
﹤0.01% 196
2023
Q4
$955 Hold
19
﹤0.01% 195
2023
Q3
$675 Sell
19
-800
-98% -$28.4K ﹤0.01% 232
2023
Q2
$27.4K Buy
819
+654
+396% +$21.9K 0.01% 79
2023
Q1
$5.39K Hold
165
﹤0.01% 128
2022
Q4
$4.36K Hold
165
﹤0.01% 124
2022
Q3
$4K Hold
165
﹤0.01% 121
2022
Q2
$6K Hold
165
﹤0.01% 110
2022
Q1
$8K Hold
165
﹤0.01% 111
2021
Q4
$8K Sell
165
-1,423
-90% -$69K ﹤0.01% 97
2021
Q3
$85K Sell
1,588
-207
-12% -$11.1K 0.06% 34
2021
Q2
$101K Sell
1,795
-217
-11% -$12.2K 0.07% 34
2021
Q1
$129K Hold
2,012
0.1% 27
2020
Q4
$100K Hold
2,012
0.07% 28
2020
Q3
$104K Hold
2,012
0.08% 24
2020
Q2
$120K Buy
2,012
+1,610
+400% +$96K 0.08% 26
2020
Q1
$22K Buy
+402
New +$22K 0.02% 50