Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Buy
+1,320
New +$289K 0.05% 98
2025
Q1
Sell
-1,320
Closed -$220K 112
2024
Q4
$220K Hold
1,320
0.04% 102
2024
Q3
$225K Buy
+1,320
New +$225K 0.04% 101
2020
Q3
Sell
-400
Closed -$22K 116
2020
Q2
$22K Buy
+400
New +$22K 0.01% 123
2020
Q1
Sell
-400
Closed -$21 146
2019
Q4
$21 Buy
+400
New +$21 0.01% 142