Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
1,855
+55
+3% +$7.12K 0.02% 86
2025
Q1
$215K Hold
1,800
0.02% 87
2024
Q4
$209K Hold
1,800
0.02% 95
2024
Q3
$243K Hold
1,800
0.02% 82
2024
Q2
$244K Hold
1,800
0.02% 71
2024
Q1
$233K Hold
1,800
0.02% 76
2023
Q4
$206K Buy
+1,800
New +$206K 0.03% 80
2023
Q3
Sell
-1,800
Closed -$203K 79
2023
Q2
$203K Sell
1,800
-900
-33% -$101K 0.03% 72
2023
Q1
$283K Hold
2,700
0.04% 51
2022
Q4
$299K Hold
2,700
0.05% 53
2022
Q3
$236K Hold
2,700
0.04% 55
2022
Q2
$211K Hold
2,700
0.03% 66
2022
Q1
$230K Hold
2,700
0.03% 72
2021
Q4
$324K Hold
2,700
0.04% 53
2021
Q3
$334K Hold
2,700
0.04% 54
2021
Q2
$324K Hold
2,700
0.04% 60
2021
Q1
$284K Hold
2,700
0.04% 61
2020
Q4
$275K Hold
2,700
0.04% 60
2020
Q3
$227K Buy
+2,700
New +$227K 0.04% 64
2020
Q1
Sell
-2,700
Closed -$213K 81
2019
Q4
$213K Hold
2,700
0.03% 72
2019
Q3
$215K Hold
2,700
0.03% 64
2019
Q2
$226K Buy
+2,700
New +$226K 0.03% 63
2018
Q4
Sell
-2,700
Closed -$216K 73
2018
Q3
$216K Buy
+2,700
New +$216K 0.03% 64