Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Hold
500
0.02% 353
2025
Q1
$109K Hold
500
0.02% 342
2024
Q4
$102K Hold
500
0.02% 343
2024
Q3
$83.3K Hold
500
0.02% 380
2024
Q2
$71.5K Hold
500
0.02% 402
2024
Q1
$99.5K Hold
500
0.03% 330
2023
Q4
$103K Hold
500
0.03% 304
2023
Q3
$130K Hold
500
0.04% 248
2023
Q2
$161K Hold
500
0.05% 231
2023
Q1
$152K Hold
500
0.06% 234
2022
Q4
$165K Hold
500
0.08% 182
2022
Q3
$165K Hold
500
0.08% 183
2022
Q2
$146K Hold
500
0.08% 193
2022
Q1
$173K Hold
500
0.09% 182
2021
Q4
$208K Hold
500
0.1% 154
2021
Q3
$248K Hold
500
0.14% 133
2021
Q2
$200K Hold
500
0.11% 152
2021
Q1
$185K Hold
500
0.12% 145
2020
Q4
$226K Buy
+500
New +$226K 0.17% 113
2020
Q2
Sell
-500
Closed -$107K 461
2020
Q1
$107K Buy
+500
New +$107K 0.11% 148