Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Hold
872
0.05% 156
2025
Q1
$237K Buy
+872
New +$237K 0.04% 172
2024
Q3
Sell
-21
Closed -$6.58K 244
2024
Q2
$6.58K Sell
21
-12
-36% -$3.76K ﹤0.01% 327
2024
Q1
$10.3K Sell
33
-9
-21% -$2.81K ﹤0.01% 294
2023
Q4
$10.1K Hold
42
﹤0.01% 306
2023
Q3
$8.96K Hold
42
﹤0.01% 289
2023
Q2
$8.45K Sell
42
-40
-49% -$8.04K ﹤0.01% 288
2023
Q1
$14K Buy
+82
New +$14K ﹤0.01% 270
2015
Q3
Sell
-885
Closed -$60K 392
2015
Q2
$60K Hold
885
0.02% 172
2015
Q1
$60K Buy
+885
New +$60K 0.02% 179