Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$426K Hold
318
0.01% 167
2025
Q1
$297K Buy
318
+10
+3% +$9.33K 0.01% 183
2024
Q4
$275K Hold
308
0.01% 185
2024
Q3
$218K Hold
308
0.01% 196
2024
Q2
$208K Hold
308
0.01% 198
2024
Q1
$187K Buy
308
+8
+3% +$4.86K 0.01% 195
2023
Q4
$146K Hold
300
0.01% 209
2023
Q3
$113K Hold
300
﹤0.01% 217
2023
Q2
$132K Hold
300
0.01% 213
2023
Q1
$104K Hold
300
﹤0.01% 235
2022
Q4
$88.5K Hold
300
﹤0.01% 232
2022
Q3
$71K Hold
300
﹤0.01% 238
2022
Q2
$52K Sell
300
-204
-40% -$35.4K ﹤0.01% 263
2022
Q1
$189K Buy
504
+304
+152% +$114K 0.01% 189
2021
Q4
$120K Sell
200
-40
-17% -$24K 0.01% 248
2021
Q3
$146K Buy
240
+40
+20% +$24.3K 0.01% 207
2021
Q2
$106K Hold
200
﹤0.01% 222
2021
Q1
$104K Hold
200
﹤0.01% 222
2020
Q4
$108K Hold
200
0.01% 206
2020
Q3
$100K Hold
200
0.01% 198
2020
Q2
$91K Buy
+200
New +$91K 0.01% 203