Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Sell
10,425
-300
-3% -$3.26K ﹤0.01% 326
2025
Q1
$108K Sell
10,725
-291
-3% -$2.92K ﹤0.01% 314
2024
Q4
$109K Buy
11,016
+291
+3% +$2.88K ﹤0.01% 281
2024
Q3
$113K Hold
10,725
﹤0.01% 268
2024
Q2
$134K Sell
10,725
-3,000
-22% -$37.6K ﹤0.01% 265
2024
Q1
$182K Hold
13,725
﹤0.01% 259
2023
Q4
$167K Buy
13,725
+625
+5% +$7.62K ﹤0.01% 258
2023
Q3
$163K Hold
13,100
﹤0.01% 242
2023
Q2
$198K Buy
13,100
+3,000
+30% +$45.4K ﹤0.01% 247
2023
Q1
$127K Hold
10,100
﹤0.01% 248
2022
Q4
$117K Hold
10,100
﹤0.01% 251
2022
Q3
$113K Hold
10,100
﹤0.01% 252
2022
Q2
$112K Buy
+10,100
New +$112K ﹤0.01% 256
2020
Q4
Sell
-12,150
Closed -$81K 258
2020
Q3
$81K Buy
+12,150
New +$81K ﹤0.01% 240
2019
Q3
Sell
-11,200
Closed -$115K 256
2019
Q2
$115K Sell
11,200
-3,000
-21% -$30.8K ﹤0.01% 245
2019
Q1
$125K Hold
14,200
﹤0.01% 238
2018
Q4
$109K Sell
14,200
-15,043
-51% -$115K ﹤0.01% 228
2018
Q3
$270K Sell
29,243
-1,957
-6% -$18.1K 0.01% 219
2018
Q2
$345K Hold
31,200
0.01% 196
2018
Q1
$346K Buy
+31,200
New +$346K 0.01% 194