Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Sell
25,100
-20
-0.1% -$1.14K 0.06% 224
2025
Q1
$1.25M Buy
25,120
+120
+0.5% +$5.97K 0.05% 217
2024
Q4
$1.75M Hold
25,000
0.07% 179
2024
Q3
$1.73M Hold
25,000
0.08% 175
2024
Q2
$1.47M Buy
25,000
+5,000
+25% +$295K 0.07% 182
2024
Q1
$973K Hold
20,000
0.05% 214
2023
Q4
$695K Hold
20,000
0.04% 236
2023
Q3
$564K Hold
20,000
0.04% 231
2023
Q2
$652K Hold
20,000
0.04% 211
2023
Q1
$501K Hold
20,000
0.03% 239
2022
Q4
$377K Hold
20,000
0.03% 275
2022
Q3
$407K Hold
20,000
0.03% 277
2022
Q2
$346K Hold
20,000
0.02% 296
2022
Q1
$447K Hold
20,000
0.03% 297
2021
Q4
$602K Hold
20,000
0.03% 223
2021
Q3
$586K Hold
20,000
0.04% 225
2021
Q2
$674K Hold
20,000
0.05% 227
2021
Q1
$435K Hold
20,000
0.03% 237
2020
Q4
$391K Hold
20,000
0.04% 233
2020
Q3
$307K Hold
20,000
0.03% 210
2020
Q2
$317K Hold
20,000
0.04% 196
2020
Q1
$210K Hold
20,000
0.03% 206
2019
Q4
$406K Buy
+20,000
New +$406K 0.06% 185