Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$461K Buy
+29,228
New +$461K 0.01% 352
2022
Q4
Sell
-2,872
Closed -$38K 811
2022
Q3
$38K Hold
2,872
﹤0.01% 557
2022
Q2
$38K Hold
2,872
﹤0.01% 552
2022
Q1
$110K Hold
2,872
﹤0.01% 419
2021
Q4
$123K Hold
2,872
﹤0.01% 417
2021
Q3
$153K Sell
2,872
-444
-13% -$23.7K 0.01% 371
2021
Q2
$201K Buy
3,316
+444
+15% +$26.9K 0.01% 349
2021
Q1
$181K Hold
2,872
0.01% 318
2020
Q4
$141K Hold
2,872
0.01% 268
2020
Q3
$79K Hold
2,872
0.01% 307
2020
Q2
$95K Hold
2,872
0.01% 276
2020
Q1
$77.1K Hold
2,872
0.01% 298
2019
Q4
$124K Hold
2,872
0.02% 296
2019
Q3
$117K Buy
+2,872
New +$117K 0.01% 340