Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Hold
3,500
0.25% 49
2025
Q1
$1.4M Buy
+3,500
New +$1.4M 0.28% 42
2023
Q4
Sell
-200
Closed -$65K 240
2023
Q3
$65K Hold
200
0.02% 128
2023
Q2
$69K Hold
200
0.02% 133
2023
Q1
$63K Hold
200
0.02% 135
2022
Q4
$60K Hold
200
0.02% 148
2022
Q3
$54K Hold
200
0.02% 144
2022
Q2
$54K Hold
200
0.02% 155
2022
Q1
$65K Hold
200
0.02% 156
2021
Q4
$60K Hold
200
0.02% 173
2021
Q3
$57K Hold
200
0.02% 175
2021
Q2
$48K Hold
200
0.01% 161
2021
Q1
$46K Hold
200
0.01% 166
2020
Q4
$42K Hold
200
0.01% 176
2020
Q3
$41K Hold
200
0.02% 234
2020
Q2
$39K Hold
200
0.03% 113
2020
Q1
$33K Hold
200
0.02% 108
2019
Q4
$42K Hold
200
0.02% 133
2019
Q3
$39K Buy
200
+20
+11% +$3.9K 0.02% 133
2019
Q2
$35K Buy
180
+30
+20% +$5.83K 0.02% 145
2019
Q1
$25K Hold
150
0.01% 163
2018
Q4
$22K Hold
150
0.01% 137
2018
Q3
$23K Buy
+150
New +$23K 0.01% 133