Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,862
Closed -$15.1K 952
2025
Q1
$15.1K Hold
20,862
﹤0.01% 941
2024
Q4
$24.8K Hold
20,862
﹤0.01% 930
2024
Q3
$70.1K Hold
20,862
﹤0.01% 914
2024
Q2
$114K Hold
20,862
﹤0.01% 940
2024
Q1
$111K Hold
20,862
﹤0.01% 941
2023
Q4
$130K Buy
+20,862
New +$130K ﹤0.01% 954