Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Hold
2,200
0.09% 143
2025
Q1
$339K Hold
2,200
0.1% 134
2024
Q4
$308K Hold
2,200
0.09% 139
2024
Q3
$295K Hold
2,200
0.07% 144
2024
Q2
$261K Hold
2,200
0.06% 156
2024
Q1
$270K Hold
2,200
0.07% 138
2023
Q4
$262K Buy
2,200
+200
+10% +$23.8K 0.07% 140
2023
Q3
$231K Hold
2,000
0.08% 129
2023
Q2
$251K Hold
2,000
0.08% 130
2023
Q1
$220K Hold
2,000
0.07% 134
2022
Q4
$231K Hold
2,000
0.08% 134
2022
Q3
$224K Hold
2,000
0.09% 135
2022
Q2
$228K Hold
2,000
0.09% 138
2022
Q1
$273K Hold
2,000
0.1% 135
2021
Q4
$273K Hold
2,000
0.1% 137
2021
Q3
$225K Hold
2,000
0.09% 139
2021
Q2
$215K Buy
+2,000
New +$215K 0.09% 135
2015
Q3
Sell
-2,000
Closed -$93K 211
2015
Q2
$93K Hold
2,000
0.08% 138
2015
Q1
$99K Hold
2,000
0.09% 135
2014
Q4
$92K Buy
+2,000
New +$92K 0.08% 157