Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
+1,400
New +$221K 0.14% 109
2023
Q2
Sell
-80
Closed -$2.24K 199
2023
Q1
$2.24K Hold
80
﹤0.01% 243
2022
Q4
$1.18K Hold
80
﹤0.01% 240
2022
Q3
$1K Sell
80
-1,520
-95% -$19K ﹤0.01% 236
2022
Q2
$24K Hold
1,600
0.02% 190
2022
Q1
$44K Hold
1,600
0.02% 187
2021
Q4
$47K Hold
1,600
0.03% 169
2021
Q3
$33K Hold
1,600
0.02% 184
2021
Q2
$32K Buy
1,600
+1,520
+1,900% +$30.4K 0.02% 193
2021
Q1
$1K Hold
80
﹤0.01% 214
2020
Q4
$1K Hold
80
﹤0.01% 170
2020
Q3
$1K Hold
80
﹤0.01% 143
2020
Q2
$1K Hold
80
﹤0.01% 163
2020
Q1
$1K Hold
80
﹤0.01% 312
2019
Q4
$0 Hold
80
﹤0.01% 320
2019
Q3
$0 Hold
80
﹤0.01% 338
2019
Q2
$0 Hold
80
﹤0.01% 346
2019
Q1
$0 Hold
80
﹤0.01% 332
2018
Q4
$0 Sell
80
-25,960
-100% ﹤0.01% 321
2018
Q3
$183K Hold
26,040
0.1% 79
2018
Q2
$154K Hold
26,040
0.09% 96
2018
Q1
$151K Hold
26,040
0.08% 88
2017
Q4
$126K Buy
26,040
+1,680
+7% +$8.13K 0.08% 112
2017
Q3
$109K Buy
+24,360
New +$109K 0.08% 110