Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Buy
4,291
+2,591
+152% +$136K ﹤0.01% 4320
2025
Q1
$71.6K Buy
1,700
+300
+21% +$12.6K ﹤0.01% 4816
2024
Q4
$58.9K Buy
1,400
+300
+27% +$12.6K ﹤0.01% 4932
2024
Q3
$55K Buy
1,100
+850
+340% +$42.5K ﹤0.01% 4913
2024
Q2
$14.8K Sell
250
-286
-53% -$16.9K ﹤0.01% 5280
2024
Q1
$24.1K Buy
+536
New +$24.1K ﹤0.01% 5144
2023
Q4
Sell
-300
Closed -$7.07K 7191
2023
Q3
$7.07K Hold
300
﹤0.01% 5511
2023
Q2
$7.9K Hold
300
﹤0.01% 5658
2023
Q1
$5.52K Hold
300
﹤0.01% 5703
2022
Q4
$4.64K Sell
300
-43,214
-99% -$669K ﹤0.01% 5468
2022
Q3
$872K Buy
43,514
+10,889
+33% +$218K ﹤0.01% 3111
2022
Q2
$739K Buy
32,625
+32,325
+10,775% +$732K ﹤0.01% 3294
2022
Q1
$8K Hold
300
﹤0.01% 5992
2021
Q4
$10K Hold
300
﹤0.01% 6000
2021
Q3
$7K Hold
300
﹤0.01% 5974
2021
Q2
$6K Hold
300
﹤0.01% 5952
2021
Q1
$6K Hold
300
﹤0.01% 6087
2020
Q4
$5K Hold
300
﹤0.01% 5847
2020
Q3
$4K Sell
300
-800
-73% -$10.7K ﹤0.01% 5719
2020
Q2
$18K Buy
1,100
+800
+267% +$13.1K ﹤0.01% 5411
2020
Q1
$4K Hold
300
﹤0.01% 5585
2019
Q4
$4K Buy
300
+100
+50% +$1.33K ﹤0.01% 5697
2019
Q3
$4K Hold
200
﹤0.01% 5680
2019
Q2
$3K Sell
200
-100
-33% -$1.5K ﹤0.01% 5683
2019
Q1
$4K Hold
300
﹤0.01% 5636
2018
Q4
$4K Hold
300
﹤0.01% 5677
2018
Q3
$6K Hold
300
﹤0.01% 5672
2018
Q2
$7K Hold
300
﹤0.01% 5667
2018
Q1
$6K Hold
300
﹤0.01% 5628
2017
Q4
$6K Hold
300
﹤0.01% 5618
2017
Q3
$6K Hold
300
﹤0.01% 5607
2017
Q2
$5K Hold
300
﹤0.01% 5553
2017
Q1
$7K Buy
+300
New +$7K ﹤0.01% 5553