Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.2K Hold
700
0.02% 107
2025
Q1
$46K Hold
700
0.02% 120
2024
Q4
$49.5K Hold
700
0.02% 129
2024
Q3
$43.5K Hold
700
0.01% 116
2024
Q2
$39.1K Hold
700
0.01% 122
2024
Q1
$45.1K Hold
700
0.02% 114
2023
Q4
$37.2K Sell
700
-700
-50% -$37.2K 0.01% 108
2023
Q3
$75.4K Sell
1,400
-600
-30% -$32.3K 0.03% 94
2023
Q2
$106K Hold
2,000
0.04% 98
2023
Q1
$105K Hold
2,000
0.04% 99
2022
Q4
$101K Hold
2,000
0.04% 91
2022
Q3
$109K Hold
2,000
0.05% 87
2022
Q2
$116K Hold
2,000
0.05% 88
2022
Q1
$144K Hold
2,000
0.05% 90
2021
Q4
$174K Hold
2,000
0.05% 89
2021
Q3
$165K Hold
2,000
0.06% 81
2021
Q2
$164K Hold
2,000
0.06% 84
2021
Q1
$156K Hold
2,000
0.07% 82
2020
Q4
$134K Hold
2,000
0.06% 86
2020
Q3
$97K Hold
2,000
0.05% 95
2020
Q2
$86K Hold
2,000
0.05% 90
2020
Q1
$64K Sell
2,000
-825
-29% -$26.4K 0.05% 91
2019
Q4
$118K Hold
2,825
0.07% 83
2019
Q3
$110K Hold
2,825
0.08% 81
2019
Q2
$127K Hold
2,825
0.09% 77
2019
Q1
$114K Sell
2,825
-2,800
-50% -$113K 0.09% 83
2018
Q4
$185K Buy
+5,625
New +$185K 0.18% 61