Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$828K Buy
+924
New +$828K 0.01% 47
2025
Q1
Hold
0
99
2024
Q4
Hold
0
92
2023
Q1
Hold
0
78
2022
Q4
Sell
-1,166
Closed -$353K 102
2022
Q3
$353K Buy
+1,166
New +$353K ﹤0.01% 72
2022
Q2
Hold
0
97
2022
Q1
Hold
0
99
2021
Q4
Hold
0
109
2021
Q3
Hold
0
101