Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$180K Hold
600
0.02% 46
2025
Q1
$161K Hold
600
0.02% 47
2024
Q4
$242K Hold
600
0.03% 48
2024
Q3
$155K Hold
600
0.02% 68
2024
Q2
$126K Sell
600
-10
-2% -$2.1K 0.02% 76
2024
Q1
$107K Buy
610
+30
+5% +$5.26K 0.01% 89
2023
Q4
$144K Sell
580
-300
-34% -$74.5K 0.02% 71
2023
Q3
$220K Hold
880
0.03% 49
2023
Q2
$230K Hold
880
0.03% 52
2023
Q1
$183K Buy
880
+10
+1% +$2.08K 0.03% 46
2022
Q4
$107K Sell
870
-350
-29% -$43K 0.02% 64
2022
Q3
$324K Buy
1,220
+350
+40% +$93K 0.06% 28
2022
Q2
$198K Buy
870
+132
+18% +$30K 0.03% 44
2022
Q1
$267K Sell
738
-237
-24% -$85.7K 0.04% 38
2021
Q4
$340K Hold
975
0.05% 24
2021
Q3
$252K Sell
975
-120
-11% -$31K 0.04% 33
2021
Q2
$247K Buy
1,095
+498
+83% +$112K 0.04% 31
2021
Q1
$133K Buy
597
+102
+21% +$22.7K 0.02% 55
2020
Q4
$116K Hold
495
0.02% 57
2020
Q3
$74K Hold
495
0.01% 75
2020
Q2
$37K Hold
495
0.01% 102
2020
Q1
$16K Hold
495
﹤0.01% 121
2019
Q4
$14K Hold
495
﹤0.01% 134
2019
Q3
$8K Hold
495
﹤0.01% 138
2019
Q2
$7K Hold
495
﹤0.01% 142
2019
Q1
$9K Hold
495
﹤0.01% 158
2018
Q4
$11K Hold
495
﹤0.01% 153
2018
Q3
$10K Hold
495
﹤0.01% 156
2018
Q2
$11K Hold
495
﹤0.01% 151
2018
Q1
$8K Hold
495
﹤0.01% 142
2017
Q4
$10K Hold
495
﹤0.01% 137
2017
Q3
$11K Hold
495
﹤0.01% 138
2017
Q2
$12K Hold
495
﹤0.01% 145
2017
Q1
$9K Hold
495
﹤0.01% 143
2016
Q4
$7K Hold
495
﹤0.01% 145
2016
Q3
$7K Hold
495
﹤0.01% 148
2016
Q2
$7K Hold
495
﹤0.01% 149
2016
Q1
$8K Hold
495
﹤0.01% 134
2015
Q4
$8K Hold
495
﹤0.01% 135
2015
Q3
$8K Hold
495
﹤0.01% 131
2015
Q2
$9K Hold
495
﹤0.01% 298
2015
Q1
$6K Hold
495
﹤0.01% 320
2014
Q4
$7K Hold
495
﹤0.01% 306
2014
Q3
$8K Hold
495
﹤0.01% 319
2014
Q2
$8K Hold
495
﹤0.01% 323
2014
Q1
$7K Hold
495
﹤0.01% 326
2013
Q4
$5K Buy
+495
New +$5K ﹤0.01% 305