Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Hold
40,529
﹤0.01% 1002
2025
Q1
$199K Buy
40,529
+14,237
+54% +$69.8K 0.01% 1006
2024
Q4
$171K Sell
26,292
-115
-0.4% -$748 ﹤0.01% 1069
2024
Q3
$203K Hold
26,407
﹤0.01% 1209
2024
Q2
$222K Hold
26,407
0.01% 1107
2024
Q1
$185K Buy
+26,407
New +$185K ﹤0.01% 1183
2022
Q4
Hold
0
2165
2022
Q3
Hold
0
2309
2020
Q3
Sell
-1,019
Closed -$34K 1118
2020
Q2
$34K Sell
1,019
-231
-18% -$7.71K ﹤0.01% 802
2020
Q1
$41K Sell
1,250
-1,246
-50% -$40.9K ﹤0.01% 695
2019
Q4
$84K Buy
+2,496
New +$84K 0.01% 670