Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183K Hold
19,197
﹤0.01% 877
2025
Q1
$182K Hold
19,197
﹤0.01% 856
2024
Q4
$183K Hold
19,197
﹤0.01% 854
2024
Q3
$194K Buy
+19,197
New +$194K ﹤0.01% 840
2023
Q3
Sell
-25,846
Closed -$339K 936
2023
Q2
$339K Hold
25,846
0.01% 581
2023
Q1
$518K Buy
+25,846
New +$518K 0.02% 451
2017
Q3
Sell
-7,945
Closed -$528K 311
2017
Q2
$528K Buy
+7,945
New +$528K 0.04% 164