Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Hold
4,781
0.01% 207
2025
Q1
$474K Hold
4,781
0.01% 200
2024
Q4
$480K Sell
4,781
-12
-0.3% -$1.21K 0.01% 196
2024
Q3
$437K Sell
4,793
-810
-14% -$73.8K 0.01% 203
2024
Q2
$457K Hold
5,603
0.01% 189
2024
Q1
$449K Sell
5,603
-909
-14% -$72.9K 0.01% 204
2023
Q4
$457K Sell
6,512
-6
-0.1% -$421 0.01% 198
2023
Q3
$413K Buy
+6,518
New +$413K 0.01% 205
2020
Q1
Sell
-2,650
Closed -$201K 215
2019
Q4
$201K Buy
+2,650
New +$201K ﹤0.01% 218