Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-393
Closed -$233K 394
2025
Q1
$233K Sell
393
-86
-18% -$50.9K 0.02% 346
2024
Q4
$295K Buy
479
+7
+1% +$4.31K 0.02% 311
2024
Q3
$256K Buy
+472
New +$256K 0.01% 358
2022
Q4
Sell
-4
Closed -$1K 1845
2022
Q3
$1K Buy
+4
New +$1K ﹤0.01% 1416
2022
Q2
Sell
-3
Closed -$1K 1383
2022
Q1
$1K Hold
3
﹤0.01% 1252
2021
Q4
$1K Buy
+3
New +$1K ﹤0.01% 1237