Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Sell
136,471
-26,109
-16% -$63.2K ﹤0.01% 914
2025
Q1
$134K Hold
162,580
﹤0.01% 934
2024
Q4
$138K Hold
162,580
﹤0.01% 925
2024
Q3
$202K Hold
162,580
﹤0.01% 903
2024
Q2
$272K Hold
162,580
﹤0.01% 903
2024
Q1
$302K Hold
162,580
﹤0.01% 903
2023
Q4
$309K Buy
+162,580
New +$309K ﹤0.01% 909
2022
Q1
Sell
-4,381
Closed -$208K 1013
2021
Q4
$208K Sell
4,381
-105
-2% -$4.99K ﹤0.01% 1036
2021
Q3
$325K Sell
4,486
-202
-4% -$14.6K ﹤0.01% 1001
2021
Q2
$394K Buy
+4,688
New +$394K ﹤0.01% 954