Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12
Closed -$2.62K 999
2025
Q1
$2.62K Buy
+12
New +$2.62K ﹤0.01% 907
2024
Q1
Sell
-4,000
Closed -$827K 206
2023
Q4
$827K Hold
4,000
0.04% 142
2023
Q3
$1.04M Sell
4,000
-145
-3% -$37.6K 0.05% 128
2023
Q2
$1.33M Hold
4,145
0.06% 121
2023
Q1
$1.26M Buy
4,145
+570
+16% +$173K 0.06% 121
2022
Q4
$1.11M Hold
3,575
0.06% 122
2022
Q3
$1.18M Hold
3,575
0.07% 114
2022
Q2
$1M Hold
3,575
0.05% 122
2022
Q1
$1.24M Hold
3,575
0.06% 119
2021
Q4
$1.48M Hold
3,575
0.06% 119
2021
Q3
$1.77M Buy
3,575
+10
+0.3% +$4.96K 0.09% 108
2021
Q2
$1.3M Buy
3,565
+65
+2% +$23.6K 0.06% 120
2021
Q1
$1.3M Hold
3,500
0.07% 117
2020
Q4
$1.58M Hold
3,500
0.09% 106
2020
Q3
$1.09M Hold
3,500
0.07% 110
2020
Q2
$1.08M Hold
3,500
0.07% 107
2020
Q1
$707K Hold
3,500
0.05% 120
2019
Q4
$927K Hold
3,500
0.05% 109
2019
Q3
$733K Hold
3,500
0.05% 120
2019
Q2
$794K Hold
3,500
0.05% 121
2019
Q1
$662K Hold
3,500
0.04% 127
2018
Q4
$429K Buy
3,500
+1,000
+40% +$123K 0.03% 146
2018
Q3
$389K Buy
+2,500
New +$389K 0.03% 159