Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$147K Hold
412
0.04% 172
2025
Q1
$112K Sell
412
-6
-1% -$1.63K 0.03% 183
2024
Q4
$139K Hold
418
0.04% 165
2024
Q3
$139K Buy
418
+380
+1,000% +$126K 0.03% 172
2024
Q2
$12K Hold
38
﹤0.01% 307
2024
Q1
$12K Buy
38
+32
+533% +$10.1K ﹤0.01% 312
2023
Q4
$1K Buy
+6
New +$1K ﹤0.01% 365
2023
Q2
Sell
-200
Closed -$34K 376
2023
Q1
$34K Hold
200
0.01% 262
2022
Q4
$31K Sell
200
-25
-11% -$3.88K 0.01% 256
2022
Q3
$30K Hold
225
0.01% 257
2022
Q2
$28K Hold
225
0.01% 278
2022
Q1
$34K Hold
225
0.01% 252
2021
Q4
$39K Hold
225
0.01% 238
2021
Q3
$34K Hold
225
0.01% 246
2021
Q2
$34K Buy
+225
New +$34K 0.01% 246
2019
Q1
Sell
-85
Closed -$6K 293
2018
Q4
$6K Buy
+85
New +$6K ﹤0.01% 258