Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Hold
4,350
0.01% 492
2025
Q1
$403K Sell
4,350
-190
-4% -$17.6K 0.01% 523
2024
Q4
$485K Sell
4,540
-810
-15% -$86.5K 0.01% 505
2024
Q3
$552K Hold
5,350
0.01% 486
2024
Q2
$472K Hold
5,350
0.01% 494
2024
Q1
$525K Hold
5,350
0.01% 481
2023
Q4
$495K Hold
5,350
0.01% 475
2023
Q3
$444K Sell
5,350
-1,000
-16% -$83K 0.01% 484
2023
Q2
$538K Hold
6,350
0.01% 446
2023
Q1
$535K Hold
6,350
0.01% 451
2022
Q4
$539K Hold
6,350
0.01% 453
2022
Q3
$434K Hold
6,350
0.01% 480
2022
Q2
$414K Buy
6,350
+1,000
+19% +$65.2K 0.01% 495
2022
Q1
$411K Hold
5,350
0.01% 525
2021
Q4
$414K Buy
5,350
+1,000
+23% +$77.4K 0.01% 522
2021
Q3
$275K Hold
4,350
0.01% 584
2021
Q2
$275K Hold
4,350
﹤0.01% 593
2021
Q1
$279K Hold
4,350
0.01% 581
2020
Q4
$216K Hold
4,350
﹤0.01% 580
2020
Q3
$182K Hold
4,350
﹤0.01% 589
2020
Q2
$163K Hold
4,350
﹤0.01% 583
2020
Q1
$130K Hold
4,350
﹤0.01% 607
2019
Q4
$188K Hold
4,350
﹤0.01% 567
2019
Q3
$163K Hold
4,350
﹤0.01% 584
2019
Q2
$165K Hold
4,350
﹤0.01% 565
2019
Q1
$129K Hold
4,350
﹤0.01% 607
2018
Q4
$115K Hold
4,350
﹤0.01% 606
2018
Q3
$142K Hold
4,350
﹤0.01% 573
2018
Q2
$144K Hold
4,350
﹤0.01% 559
2018
Q1
$155K Sell
4,350
-1,339
-24% -$47.7K 0.01% 554
2017
Q4
$211K Hold
5,689
0.01% 494
2017
Q3
$209K Hold
5,689
0.01% 482
2017
Q2
$184K Hold
5,689
0.01% 476
2017
Q1
$202K Hold
5,689
0.01% 469
2016
Q4
$207K Buy
5,689
+1,339
+31% +$48.7K 0.01% 464
2016
Q3
$129K Hold
4,350
0.01% 523
2016
Q2
$138K Hold
4,350
0.01% 518
2016
Q1
$134K Hold
4,350
0.01% 520
2015
Q4
$131K Hold
4,350
0.01% 531
2015
Q3
$120K Hold
4,350
0.01% 543
2015
Q2
$144K Sell
4,350
-50
-1% -$1.66K 0.01% 532
2015
Q1
$136K Hold
4,400
0.01% 528
2014
Q4
$134K Hold
4,400
0.01% 499
2014
Q3
$148K Hold
4,400
0.01% 469
2014
Q2
$142K Hold
4,400
0.01% 479
2014
Q1
$142K Hold
4,400
0.01% 483
2013
Q4
$129K Hold
4,400
0.01% 502
2013
Q3
$138K Hold
4,400
0.01% 499
2013
Q2
$140K Buy
+4,400
New +$140K 0.01% 477