Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Sell
2,484
-216
-8% -$24.3K ﹤0.01% 900
2025
Q1
$303K Hold
2,700
﹤0.01% 849
2024
Q4
$302K Hold
2,700
﹤0.01% 884
2024
Q3
$376K Hold
2,700
﹤0.01% 823
2024
Q2
$317K Sell
2,700
-200
-7% -$23.5K ﹤0.01% 864
2024
Q1
$378K Hold
2,900
﹤0.01% 820
2023
Q4
$361K Hold
2,900
﹤0.01% 841
2023
Q3
$306K Sell
2,900
-100
-3% -$10.6K ﹤0.01% 849
2023
Q2
$337K Hold
3,000
﹤0.01% 879
2023
Q1
$322K Buy
3,000
+100
+3% +$10.7K ﹤0.01% 859
2022
Q4
$322K Sell
2,900
-100
-3% -$11.1K 0.01% 851
2022
Q3
$265K Hold
3,000
﹤0.01% 882
2022
Q2
$279K Hold
3,000
﹤0.01% 895
2022
Q1
$277K Hold
3,000
﹤0.01% 911
2021
Q4
$251K Hold
3,000
﹤0.01% 947
2021
Q3
$257K Hold
3,000
﹤0.01% 934
2021
Q2
$263K Hold
3,000
﹤0.01% 934
2021
Q1
$251K Hold
3,000
﹤0.01% 903
2020
Q4
$284K Buy
+3,000
New +$284K ﹤0.01% 860
2014
Q2
Sell
-7,426
Closed -$278K 1021
2014
Q1
$278K Hold
7,426
0.01% 968
2013
Q4
$245K Buy
+7,426
New +$245K 0.01% 970