Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
56,800
+4,000
+8% +$17.5K ﹤0.01% 1587
2025
Q1
$216K Hold
52,800
﹤0.01% 1495
2024
Q4
$263K Hold
52,800
﹤0.01% 1415
2024
Q3
$310K Hold
52,800
﹤0.01% 1436
2024
Q2
$315K Buy
52,800
+5,400
+11% +$32.2K ﹤0.01% 1428
2024
Q1
$385K Sell
47,400
-3,000
-6% -$24.4K ﹤0.01% 1358
2023
Q4
$382K Hold
50,400
﹤0.01% 1388
2023
Q3
$334K Hold
50,400
﹤0.01% 1425
2023
Q2
$414K Buy
50,400
+3,900
+8% +$32K ﹤0.01% 1358
2023
Q1
$308K Hold
46,500
﹤0.01% 1500
2022
Q4
$293K Buy
46,500
+17,100
+58% +$108K ﹤0.01% 1505
2022
Q3
$294K Buy
+29,400
New +$294K ﹤0.01% 1493
2022
Q1
Sell
-1,700
Closed -$60K 2199
2021
Q4
$60K Hold
1,700
﹤0.01% 1975
2021
Q3
$81K Buy
+1,700
New +$81K ﹤0.01% 1978