Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$100 Hold
8
﹤0.01% 560
2025
Q1
$122 Hold
8
﹤0.01% 567
2024
Q4
$117 Hold
8
﹤0.01% 557
2024
Q3
$128 Hold
8
﹤0.01% 578
2024
Q2
$153 Hold
8
﹤0.01% 591
2024
Q1
$157 Hold
8
﹤0.01% 595
2023
Q4
$163 Hold
8
﹤0.01% 667
2023
Q3
$168 Hold
8
﹤0.01% 547
2023
Q2
$129 Hold
8
﹤0.01% 545
2023
Q1
$149 Hold
8
﹤0.01% 526
2022
Q4
$167 Hold
8
﹤0.01% 543
2022
Q3
$0 Hold
8
﹤0.01% 537
2022
Q2
$0 Hold
8
﹤0.01% 553
2022
Q1
$0 Hold
8
﹤0.01% 562
2021
Q4
$0 Hold
8
﹤0.01% 528
2021
Q3
$0 Sell
8
-50
-86% ﹤0.01% 507
2021
Q2
$1K Buy
+58
New +$1K ﹤0.01% 492
2014
Q4
Sell
-2,740
Closed -$209K 89
2014
Q3
$209K Sell
2,740
-34
-1% -$2.59K 0.18% 77
2014
Q2
$228K Buy
+2,774
New +$228K 0.2% 73