Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.6K Hold
300
0.01% 246
2025
Q1
$33.4K Hold
300
0.01% 249
2024
Q4
$31K Hold
300
0.01% 253
2024
Q3
$33.5K Hold
300
0.01% 255
2024
Q2
$26.8K Hold
300
0.01% 352
2024
Q1
$25.8K Hold
300
0.01% 353
2023
Q4
$24.8K Hold
300
0.01% 235
2023
Q3
$23K Hold
300
0.01% 347
2023
Q2
$21K Hold
300
0.01% 364
2023
Q1
$19K Hold
300
0.01% 382
2022
Q4
$22K Hold
300
0.01% 350
2022
Q3
$17K Hold
300
0.01% 409
2022
Q2
$17K Hold
300
0.01% 421
2022
Q1
$19K Hold
300
0.01% 426
2021
Q4
$18K Hold
300
0.01% 449
2021
Q3
$16K Hold
300
0.01% 460
2021
Q2
$17K Sell
300
-145
-33% -$8.22K 0.01% 452
2021
Q1
$23K Sell
445
-36
-7% -$1.86K 0.01% 379
2020
Q4
$21K Hold
481
0.01% 375
2020
Q3
$22K Buy
481
+86
+22% +$3.93K 0.01% 362
2020
Q2
$14K Hold
395
0.01% 396
2020
Q1
$15K Buy
395
+95
+32% +$3.61K 0.01% 377
2019
Q4
$16K Hold
300
0.01% 361
2019
Q3
$16K Sell
300
-72
-19% -$3.84K 0.01% 349
2019
Q2
$20K Sell
372
-116
-24% -$6.24K 0.01% 317
2019
Q1
$24K Hold
488
0.02% 282
2018
Q4
$22K Hold
488
0.02% 272
2018
Q3
$21 Hold
488
0.01% 304
2018
Q2
$21 Buy
488
+188
+63% +$8 0.01% 324
2018
Q1
$13K Hold
300
0.01% 400
2017
Q4
$13K Buy
+300
New +$13K 0.01% 393