Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
491
-27
-5% -$13.3K 0.01% 320
2025
Q1
$222K Buy
518
+32
+7% +$13.7K 0.01% 330
2024
Q4
$206K Sell
486
-52
-10% -$22.1K 0.01% 330
2024
Q3
$253K Hold
538
0.01% 314
2024
Q2
$220K Hold
538
0.01% 321
2024
Q1
$235K Buy
+538
New +$235K 0.01% 319
2020
Q1
Sell
-100
Closed -$17K 415
2019
Q4
$17K Buy
+100
New +$17K ﹤0.01% 409