Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Hold
11,500
﹤0.01% 371
2025
Q1
$112K Hold
11,500
﹤0.01% 369
2024
Q4
$108K Hold
11,500
﹤0.01% 378
2024
Q3
$130K Hold
11,500
﹤0.01% 371
2024
Q2
$110K Hold
11,500
﹤0.01% 365
2024
Q1
$109K Hold
11,500
﹤0.01% 377
2023
Q4
$111K Hold
11,500
﹤0.01% 363
2023
Q3
$105K Hold
11,500
﹤0.01% 365
2023
Q2
$115K Hold
11,500
﹤0.01% 373
2023
Q1
$131K Hold
11,500
﹤0.01% 363
2022
Q4
$137K Buy
+11,500
New +$137K ﹤0.01% 363
2022
Q2
Sell
-11,500
Closed -$130K 380
2022
Q1
$130K Hold
11,500
﹤0.01% 382
2021
Q4
$138K Hold
11,500
﹤0.01% 384
2021
Q3
$133K Hold
11,500
﹤0.01% 383
2021
Q2
$132K Hold
11,500
﹤0.01% 386
2021
Q1
$134K Hold
11,500
﹤0.01% 384
2020
Q4
$135K Sell
11,500
-6,160
-35% -$72.3K ﹤0.01% 383
2020
Q3
$195K Hold
17,660
﹤0.01% 346
2020
Q2
$180K Hold
17,660
﹤0.01% 341
2020
Q1
$143K Sell
17,660
-24,157
-58% -$196K ﹤0.01% 323
2019
Q4
$453K Hold
41,817
0.01% 263
2019
Q3
$408K Buy
+41,817
New +$408K 0.01% 277