Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$786K Buy
15,250
+6,250
+69% +$322K 0.01% 529
2025
Q1
$482K Hold
9,000
﹤0.01% 591
2024
Q4
$431K Hold
9,000
﹤0.01% 614
2024
Q3
$400K Buy
9,000
+1,000
+13% +$44.5K ﹤0.01% 627
2024
Q2
$341K Hold
8,000
﹤0.01% 651
2024
Q1
$332K Hold
8,000
﹤0.01% 675
2023
Q4
$294K Hold
8,000
﹤0.01% 708
2023
Q3
$285K Hold
8,000
﹤0.01% 693
2023
Q2
$272K Hold
8,000
﹤0.01% 713
2023
Q1
$276K Hold
8,000
﹤0.01% 716
2022
Q4
$263K Sell
8,000
-600
-7% -$19.7K ﹤0.01% 725
2022
Q3
$258K Hold
8,600
﹤0.01% 708
2022
Q2
$250K Buy
8,600
+600
+8% +$17.4K ﹤0.01% 753
2022
Q1
$265K Hold
8,000
﹤0.01% 798
2021
Q4
$237K Buy
+8,000
New +$237K ﹤0.01% 838
2021
Q3
Sell
-9,296
Closed -$275K 914
2021
Q2
$275K Buy
+9,296
New +$275K ﹤0.01% 779
2019
Q4
Sell
-9,520
Closed -$266K 832
2019
Q3
$266K Buy
9,520
+1,889
+25% +$52.8K ﹤0.01% 682
2019
Q2
$246K Sell
7,631
-218
-3% -$7.03K ﹤0.01% 722
2019
Q1
$259K Buy
7,849
+218
+3% +$7.19K ﹤0.01% 711
2018
Q4
$231K Buy
7,631
+1,000
+15% +$30.3K ﹤0.01% 720
2018
Q3
$230K Hold
6,631
﹤0.01% 791
2018
Q2
$226K Hold
6,631
﹤0.01% 783
2018
Q1
$219K Buy
6,631
+2,710
+69% +$89.5K ﹤0.01% 806
2017
Q4
$139K Buy
+3,921
New +$139K ﹤0.01% 948