Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44K Hold
125
0.01% 81
2025
Q1
$43K Hold
125
0.01% 82
2024
Q4
$40K Hold
125
﹤0.01% 140
2024
Q3
$35K Hold
125
﹤0.01% 149
2024
Q2
$33K Sell
125
-25
-17% -$6.6K ﹤0.01% 148
2024
Q1
$42K Hold
150
0.01% 145
2023
Q4
$39K Hold
150
0.01% 145
2023
Q3
$35K Hold
150
0.01% 144
2023
Q2
$36K Hold
150
0.01% 142
2023
Q1
$34K Hold
150
0.01% 130
2022
Q4
$31K Hold
150
0.01% 131
2022
Q3
$27K Hold
150
0.01% 138
2022
Q2
$30K Hold
150
0.01% 135
2022
Q1
$34K Sell
150
-50
-25% -$11.3K 0.01% 136
2021
Q4
$40K Hold
200
0.01% 131
2021
Q3
$46K Buy
+200
New +$46K 0.01% 123
2015
Q3
Sell
-368
Closed -$25K 291
2015
Q2
$25K Hold
368
0.01% 181
2015
Q1
$24K Buy
+368
New +$24K 0.01% 183
2014
Q3
Sell
-240
Closed -$13K 373
2014
Q2
$13K Buy
+240
New +$13K 0.01% 277