Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Hold
750
0.01% 23
2025
Q1
$263K Hold
750
0.01% 24
2024
Q4
$237K Hold
750
0.01% 25
2024
Q3
$206K Hold
750
0.01% 27
2024
Q2
$197K Hold
750
0.01% 25
2024
Q1
$210K Hold
750
0.01% 24
2023
Q4
$195K Hold
750
0.01% 23
2023
Q3
$173K Hold
750
﹤0.01% 23
2023
Q2
$178K Hold
750
﹤0.01% 24
2023
Q1
$169K Hold
750
﹤0.01% 24
2022
Q4
$155K Buy
750
+450
+150% +$93K ﹤0.01% 24
2022
Q3
$53K Hold
300
﹤0.01% 24
2022
Q2
$59K Sell
300
-450
-60% -$88.5K ﹤0.01% 29
2022
Q1
$167K Hold
750
﹤0.01% 24
2021
Q4
$163K Hold
750
﹤0.01% 26
2021
Q3
$167K Hold
750
﹤0.01% 25
2021
Q2
$175K Hold
750
﹤0.01% 29
2021
Q1
$159K Hold
750
﹤0.01% 25
2020
Q4
$164K Buy
+750
New +$164K ﹤0.01% 23