Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Hold
2,725
0.01% 394
2025
Q1
$145K Hold
2,725
0.01% 392
2024
Q4
$130K Hold
2,725
0.01% 409
2024
Q3
$120K Hold
2,725
0.01% 428
2024
Q2
$115K Hold
2,725
0.01% 414
2024
Q1
$114K Hold
2,725
0.01% 425
2023
Q4
$100K Hold
2,725
0.01% 439
2023
Q3
$96K Hold
2,725
0.01% 424
2023
Q2
$91K Hold
2,725
0.01% 449
2023
Q1
$95K Hold
2,725
0.01% 427
2022
Q4
$90K Hold
2,725
0.01% 421
2022
Q3
$81K Sell
2,725
-140
-5% -$4.16K 0.01% 429
2022
Q2
$84K Buy
2,865
+140
+5% +$4.11K 0.01% 448
2022
Q1
$90K Hold
2,725
0.01% 455
2021
Q4
$80K Hold
2,725
0.01% 490
2021
Q3
$79K Hold
2,725
0.01% 486
2021
Q2
$81K Hold
2,725
0.01% 477
2021
Q1
$70K Hold
2,725
﹤0.01% 505
2020
Q4
$59K Hold
2,725
﹤0.01% 498
2020
Q3
$43K Hold
2,725
﹤0.01% 526
2020
Q2
$47K Hold
2,725
﹤0.01% 498
2020
Q1
$32K Hold
2,725
﹤0.01% 507
2019
Q4
$69K Buy
+2,725
New +$69K 0.01% 459
2017
Q2
Sell
-436
Closed -$16K 805
2017
Q1
$16K Hold
436
﹤0.01% 663
2016
Q4
$15K Hold
436
﹤0.01% 663
2016
Q3
$15K Hold
436
﹤0.01% 664
2016
Q2
$15K Hold
436
﹤0.01% 650
2016
Q1
$13K Hold
436
﹤0.01% 665
2015
Q4
$17K Buy
+436
New +$17K ﹤0.01% 641