Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70K Hold
1,450
0.03% 114
2025
Q1
$70K Hold
1,450
0.03% 114
2024
Q4
$71K Hold
1,450
0.03% 114
2024
Q3
$90K Hold
1,450
0.03% 114
2024
Q2
$83K Hold
1,450
0.03% 110
2024
Q1
$83.7K Hold
1,450
0.03% 110
2023
Q4
$99K Hold
1,450
0.04% 107
2023
Q3
$82K Hold
1,450
0.04% 109
2023
Q2
$87K Hold
1,450
0.04% 112
2023
Q1
$87K Hold
1,450
0.05% 110
2022
Q4
$90K Hold
1,450
0.04% 110
2022
Q3
$73K Hold
1,450
0.04% 118
2022
Q2
$81K Buy
1,450
+828
+133% +$46.3K 0.04% 117
2022
Q1
$43K Buy
+622
New +$43K 0.02% 135
2018
Q4
Sell
-5,112
Closed -$227K 183
2018
Q3
$227K Sell
5,112
-3,424
-40% -$152K 0.14% 101
2018
Q2
$381K Hold
8,536
0.25% 82
2018
Q1
$338K Hold
8,536
0.23% 88
2017
Q4
$350K Buy
+8,536
New +$350K 0.23% 89