Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$123K Buy
13,344
+594
+5% +$5.46K 0.01% 843
2025
Q1
$124K Hold
12,750
0.01% 832
2024
Q4
$120K Hold
12,750
0.01% 851
2024
Q3
$144K Hold
12,750
0.01% 829
2024
Q2
$125K Hold
12,750
0.01% 806
2024
Q1
$121K Hold
12,750
0.01% 850
2023
Q4
$123K Hold
12,750
0.01% 796
2023
Q3
$117K Sell
12,750
-273
-2% -$2.5K 0.01% 784
2023
Q2
$130K Hold
13,023
0.01% 784
2023
Q1
$148K Hold
13,023
0.01% 784
2022
Q4
$155K Sell
13,023
-1,300
-9% -$15.5K 0.01% 774
2022
Q3
$154K Hold
14,323
0.01% 731
2022
Q2
$178K Buy
14,323
+273
+2% +$3.39K 0.01% 709
2022
Q1
$159K Buy
14,050
+400
+3% +$4.53K 0.01% 786
2021
Q4
$164K Hold
13,650
0.01% 790
2021
Q3
$158K Hold
13,650
0.01% 775
2021
Q2
$156K Hold
13,650
0.01% 748
2021
Q1
$160K Hold
13,650
0.01% 705
2020
Q4
$161K Hold
13,650
0.01% 675
2020
Q3
$151K Buy
13,650
+685
+5% +$7.58K 0.01% 627
2020
Q2
$132K Buy
12,965
+215
+2% +$2.19K 0.01% 608
2020
Q1
$104K Hold
12,750
0.02% 540
2019
Q4
$138K Hold
12,750
0.01% 588
2019
Q3
$124K Sell
12,750
-280
-2% -$2.72K 0.01% 570
2019
Q2
$149K Buy
+13,030
New +$149K 0.02% 523