Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Hold
8,800
0.76% 42
2025
Q1
$1.67M Hold
8,800
0.68% 44
2024
Q4
$1.93M Hold
8,800
0.8% 38
2024
Q3
$1.64M Hold
8,800
0.67% 47
2024
Q2
$1.7M Hold
8,800
0.74% 43
2024
Q1
$1.59M Hold
8,800
0.67% 46
2023
Q4
$1.34M Hold
8,800
0.6% 48
2023
Q3
$1.12M Hold
8,800
0.53% 57
2023
Q2
$1.15M Hold
8,800
0.53% 59
2023
Q1
$909K Hold
8,800
0.44% 62
2022
Q4
$739K Hold
8,800
0.35% 72
2022
Q3
$994K Hold
8,800
0.55% 55
2022
Q2
$935K Hold
8,800
0.48% 58
2022
Q1
$1.43M Hold
8,800
0.66% 47
2021
Q4
$1.47M Hold
8,800
0.63% 50
2021
Q3
$1.45M Hold
8,800
0.68% 46
2021
Q2
$1.51M Hold
8,800
0.7% 44
2021
Q1
$1.36M Hold
8,800
0.66% 44
2020
Q4
$1.43M Hold
8,800
0.72% 43
2020
Q3
$1.39M Buy
8,800
+3,140
+55% +$494K 0.76% 42
2020
Q2
$781K Hold
5,660
0.45% 63
2020
Q1
$552K Buy
5,660
+1,660
+42% +$162K 0.37% 70
2019
Q4
$370K Sell
4,000
-4,000
-50% -$370K 0.2% 86
2019
Q3
$694K Hold
8,000
0.39% 66
2019
Q2
$757K Buy
8,000
+4,000
+100% +$379K 0.43% 64
2019
Q1
$356K Buy
+4,000
New +$356K 0.21% 79