Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Hold
1,288
﹤0.01% 394
2025
Q1
$449K Sell
1,288
-2,225
-63% -$776K 0.01% 387
2024
Q4
$1.19M Buy
3,513
+1,377
+64% +$466K 0.01% 266
2024
Q3
$668K Buy
+2,136
New +$668K 0.01% 320
2020
Q4
Sell
-1,043
Closed -$248K 403
2020
Q3
$248K Sell
1,043
-695
-40% -$165K ﹤0.01% 333
2020
Q2
$437K Buy
+1,738
New +$437K 0.01% 283