Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$631K Hold
9,093
0.1% 61
2025
Q1
$561K Buy
+9,093
New +$561K 0.1% 63
2024
Q4
Sell
-9,093
Closed -$484K 132
2024
Q3
$484K Sell
9,093
-4,666
-34% -$248K 0.08% 72
2024
Q2
$654K Buy
13,759
+10,093
+275% +$480K 0.12% 67
2024
Q1
$183K Buy
+3,666
New +$183K 0.05% 95
2021
Q1
Sell
-250
Closed -$11K 62
2020
Q4
$11K Hold
250
0.01% 51
2020
Q3
$10K Hold
250
﹤0.01% 43
2020
Q2
$12K Hold
250
0.01% 42
2020
Q1
$10K Hold
250
0.01% 42
2019
Q4
$12K Buy
+250
New +$12K 0.01% 39