Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Hold
800
0.03% 120
2025
Q1
$319K Hold
800
0.03% 116
2024
Q4
$287K Hold
800
0.03% 121
2024
Q3
$277K Hold
800
0.03% 126
2024
Q2
$235K Hold
800
0.02% 130
2024
Q1
$267K Hold
800
0.03% 128
2023
Q4
$233K Hold
800
0.03% 131
2023
Q3
$259K Hold
800
0.03% 123
2023
Q2
$276K Hold
800
0.03% 128
2023
Q1
$252K Sell
800
-200
-20% -$63K 0.03% 135
2022
Q4
$300K Hold
1,000
0.04% 122
2022
Q3
$268K Hold
1,000
0.04% 121
2022
Q2
$270K Hold
1,000
0.03% 123
2022
Q1
$326K Hold
1,000
0.03% 122
2021
Q4
$301K Hold
1,000
0.03% 127
2021
Q3
$286K Hold
1,000
0.03% 131
2021
Q2
$239K Hold
1,000
0.02% 148
2021
Q1
$230K Hold
1,000
0.03% 144
2020
Q4
$211K Hold
1,000
0.03% 133
2020
Q3
$206K Buy
+1,000
New +$206K 0.03% 122
2020
Q1
Sell
-1,300
Closed -$271K 133
2019
Q4
$271K Hold
1,300
0.03% 121
2019
Q3
$252K Hold
1,300
0.03% 124
2019
Q2
$251K Hold
1,300
0.03% 124
2019
Q1
$222K Buy
+1,300
New +$222K 0.03% 131