Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
18,300
-1,200
-6% -$34.9K ﹤0.01% 1239
2025
Q1
$475K Buy
19,500
+1,500
+8% +$36.5K ﹤0.01% 1222
2024
Q4
$387K Hold
18,000
﹤0.01% 1300
2024
Q3
$360K Sell
18,000
-1,500
-8% -$30K ﹤0.01% 1388
2024
Q2
$316K Buy
19,500
+2,000
+11% +$32.4K ﹤0.01% 1426
2024
Q1
$270K Sell
17,500
-1,100
-6% -$17K ﹤0.01% 1472
2023
Q4
$353K Sell
18,600
-2,400
-11% -$45.5K ﹤0.01% 1411
2023
Q3
$324K Hold
21,000
﹤0.01% 1434
2023
Q2
$445K Buy
21,000
+1,600
+8% +$33.9K ﹤0.01% 1326
2023
Q1
$473K Buy
19,400
+13,000
+203% +$317K ﹤0.01% 1344
2022
Q4
$159K Buy
+6,400
New +$159K ﹤0.01% 1636
2021
Q2
Sell
-1,200
Closed -$26K 2319
2021
Q1
$26K Hold
1,200
﹤0.01% 2096
2020
Q4
$22K Hold
1,200
﹤0.01% 2071
2020
Q3
$18K Buy
+1,200
New +$18K ﹤0.01% 2099