Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$234K Sell
12,033
-1,482
-11% -$28.8K 0.02% 189
2024
Q4
$210K Hold
13,515
0.02% 206
2024
Q3
$208K Buy
+13,515
New +$208K 0.02% 229
2023
Q4
Sell
-14,761
Closed -$189K 170
2023
Q3
$189K Buy
+14,761
New +$189K 0.03% 187
2017
Q4
Sell
-183
Closed -$3K 981
2017
Q3
$3K Buy
+183
New +$3K ﹤0.01% 875