Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47.6K Hold
33,750
﹤0.01% 1136
2025
Q1
$53.7K Buy
33,750
+6,400
+23% +$10.2K ﹤0.01% 1067
2024
Q4
$96.8K Sell
27,350
-2,000
-7% -$7.08K ﹤0.01% 1048
2024
Q3
$133K Hold
29,350
﹤0.01% 1107
2024
Q2
$124K Hold
29,350
﹤0.01% 985
2024
Q1
$96.9K Sell
29,350
-2,000
-6% -$6.6K ﹤0.01% 974
2023
Q4
$66.1K Sell
31,350
-3,000
-9% -$6.33K ﹤0.01% 950
2023
Q3
$72.8K Hold
34,350
﹤0.01% 932
2023
Q2
$110K Sell
34,350
-4,500
-12% -$14.4K 0.01% 923
2023
Q1
$84.3K Buy
38,850
+10,000
+35% +$21.7K ﹤0.01% 911
2022
Q4
$69.8K Sell
28,850
-1,000
-3% -$2.42K ﹤0.01% 877
2022
Q3
$70K Hold
29,850
0.01% 837
2022
Q2
$46K Hold
29,850
﹤0.01% 710
2022
Q1
$41K Hold
29,850
﹤0.01% 743
2021
Q4
$36K Hold
29,850
﹤0.01% 792
2021
Q3
$41K Hold
29,850
﹤0.01% 791
2021
Q2
$42K Sell
29,850
-1,000
-3% -$1.41K ﹤0.01% 930
2021
Q1
$49K Hold
30,850
﹤0.01% 824
2020
Q4
$49K Hold
30,850
﹤0.01% 736
2020
Q3
$54K Buy
30,850
+1,000
+3% +$1.75K 0.01% 648
2020
Q2
$65K Sell
29,850
-4,000
-12% -$8.71K 0.01% 569
2020
Q1
$40K Sell
33,850
-2,000
-6% -$2.36K 0.01% 541
2019
Q4
$49K Hold
35,850
0.01% 614
2019
Q3
$48K Buy
35,850
+3,000
+9% +$4.02K 0.01% 601
2019
Q2
$46K Sell
32,850
-4,900
-13% -$6.86K 0.01% 535
2019
Q1
$63K Buy
37,750
+1,000
+3% +$1.67K 0.01% 504
2018
Q4
$37K Buy
+36,750
New +$37K 0.01% 468
2018
Q2
Sell
-5,000
Closed -$20K 788
2018
Q1
$20K Hold
5,000
0.01% 978
2017
Q4
$9K Buy
5,000
+2,500
+100% +$4.5K ﹤0.01% 1220
2017
Q3
$6K Hold
2,500
﹤0.01% 1058
2017
Q2
$122 Buy
+2,500
New +$122 0.06% 304