Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Buy
1,075
+88
+9% +$25.9K 0.01% 432
2025
Q1
$263K Buy
987
+168
+21% +$44.7K 0.01% 448
2024
Q4
$206K Buy
+819
New +$206K ﹤0.01% 441
2022
Q4
Sell
-1,804
Closed -$261K 270
2022
Q3
$261K Hold
1,804
0.01% 228
2022
Q2
$276K Sell
1,804
-35
-2% -$5.36K 0.01% 226
2022
Q1
$384K Hold
1,839
0.01% 219
2021
Q4
$450K Buy
+1,839
New +$450K 0.01% 215
2017
Q2
Sell
-325
Closed -$41K 251
2017
Q1
$41K Buy
+325
New +$41K ﹤0.01% 280