Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56.4K Hold
40,000
﹤0.01% 416
2025
Q1
$55.6K Sell
40,000
-20,000
-33% -$27.8K ﹤0.01% 395
2024
Q4
$92.4K Hold
60,000
﹤0.01% 371
2024
Q3
$104K Sell
60,000
-3,000
-5% -$5.22K 0.01% 361
2024
Q2
$111K Hold
63,000
0.01% 341
2024
Q1
$119K Hold
63,000
0.01% 326
2023
Q4
$136K Hold
63,000
0.01% 303
2023
Q3
$102K Hold
63,000
0.01% 300
2023
Q2
$155K Hold
63,000
0.01% 306
2023
Q1
$187K Hold
63,000
0.01% 309
2022
Q4
$230K Buy
+63,000
New +$230K 0.02% 285
2017
Q2
Sell
-17,050
Closed -$76K 179
2017
Q1
$76K Hold
17,050
0.01% 169
2016
Q4
$74K Hold
17,050
0.01% 258
2016
Q3
$106K Buy
17,050
+2,050
+14% +$12.7K 0.02% 226
2016
Q2
$94K Hold
15,000
0.02% 243
2016
Q1
$89K Buy
15,000
+4,000
+36% +$23.7K 0.02% 249
2015
Q4
$70K Hold
11,000
0.02% 276
2015
Q3
$50K Buy
+11,000
New +$50K 0.01% 336