Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
+608
New +$201K ﹤0.01% 319
2024
Q4
Sell
-665
Closed -$230K 285
2024
Q3
$230K Hold
665
﹤0.01% 258
2024
Q2
$220K Hold
665
﹤0.01% 255
2024
Q1
$242K Buy
+665
New +$242K ﹤0.01% 251
2023
Q1
Sell
-670
Closed -$222K 254
2022
Q4
$222K Buy
+670
New +$222K ﹤0.01% 239
2021
Q3
Sell
-981
Closed -$233K 267
2021
Q2
$233K Sell
981
-20
-2% -$4.75K ﹤0.01% 243
2021
Q1
$242K Sell
1,001
-126
-11% -$30.5K ﹤0.01% 233
2020
Q4
$235K Buy
+1,127
New +$235K ﹤0.01% 234
2020
Q2
Sell
-1,136
Closed -$201K 241
2020
Q1
$201K Buy
+1,136
New +$201K 0.01% 206