Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Hold
600
0.01% 228
2025
Q1
$106K Hold
600
0.01% 230
2024
Q4
$117K Hold
600
0.02% 226
2024
Q3
$107K Hold
600
0.01% 233
2024
Q2
$123K Hold
600
0.02% 235
2024
Q1
$151K Hold
600
0.02% 221
2023
Q4
$110K Hold
600
0.01% 233
2023
Q3
$108K Hold
600
0.02% 230
2023
Q2
$96.5K Hold
600
0.01% 242
2023
Q1
$85K Sell
600
-200
-25% -$28.3K 0.01% 258
2022
Q4
$109K Sell
800
-27
-3% -$3.69K 0.02% 245
2022
Q3
$108K Buy
827
+27
+3% +$3.53K 0.02% 240
2022
Q2
$124K Hold
800
0.02% 239
2022
Q1
$144K Hold
800
0.02% 240
2021
Q4
$148K Hold
800
0.02% 250
2021
Q3
$143K Hold
800
0.02% 255
2021
Q2
$140K Hold
800
0.02% 256
2021
Q1
$125K Hold
800
0.02% 261
2020
Q4
$124K Hold
800
0.02% 258
2020
Q3
$105K Hold
800
0.02% 260
2020
Q2
$100K Hold
800
0.02% 261
2020
Q1
$96K Hold
800
0.02% 237
2019
Q4
$112K Buy
800
+600
+300% +$84K 0.02% 245
2019
Q3
$27K Hold
200
0.01% 301
2019
Q2
$25K Sell
200
-15
-7% -$1.88K ﹤0.01% 311
2019
Q1
$25K Hold
215
0.01% 317
2018
Q4
$25K Hold
215
0.01% 306
2018
Q3
$27K Hold
215
0.01% 331
2018
Q2
$28K Hold
215
0.01% 323
2018
Q1
$28K Hold
215
0.01% 328
2017
Q4
$27K Buy
215
+15
+8% +$1.88K ﹤0.01% 428
2017
Q3
$24K Hold
200
﹤0.01% 406
2017
Q2
$21K Hold
200
﹤0.01% 407
2017
Q1
$22K Hold
200
﹤0.01% 298
2016
Q4
$23K Hold
200
0.01% 294
2016
Q3
$23K Hold
200
0.01% 301
2016
Q2
$20K Hold
200
﹤0.01% 307
2016
Q1
$21K Hold
200
0.01% 309
2015
Q4
$25K Hold
200
0.01% 303
2015
Q3
$23K Hold
200
0.01% 264
2015
Q2
$27K Hold
200
0.01% 261
2015
Q1
$28K Hold
200
0.01% 260
2014
Q4
$25K Buy
+200
New +$25K 0.01% 265