Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$129K Hold
825
﹤0.01% 723
2025
Q1
$107K Buy
+825
New +$107K ﹤0.01% 740
2023
Q1
Sell
-18,822
Closed -$1.53M 530
2022
Q4
$1.53M Buy
+18,822
New +$1.53M 0.09% 218
2022
Q3
Sell
-519
Closed -$35K 806
2022
Q2
$35K Buy
+519
New +$35K ﹤0.01% 741
2021
Q4
Sell
-500
Closed -$43K 629
2021
Q3
$43K Hold
500
﹤0.01% 610
2021
Q2
$46K Hold
500
﹤0.01% 580
2021
Q1
$45K Hold
500
﹤0.01% 509
2020
Q4
$39K Hold
500
﹤0.01% 485
2020
Q3
$30K Buy
+500
New +$30K ﹤0.01% 470