Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231 Buy
+22
New +$231 ﹤0.01% 846
2025
Q1
Sell
-59
Closed -$759 847
2024
Q4
$759 Buy
+59
New +$759 ﹤0.01% 727
2023
Q4
Sell
-8,000
Closed -$122K 590
2023
Q3
$122K Sell
8,000
-112
-1% -$1.7K 0.02% 263
2023
Q2
$168K Sell
8,112
-64
-0.8% -$1.33K 0.03% 231
2023
Q1
$197K Buy
8,176
+176
+2% +$4.24K 0.04% 212
2022
Q4
$230K Buy
+8,000
New +$230K 0.05% 202
2022
Q2
Sell
-8,100
Closed -$208K 209
2022
Q1
$208K Buy
+8,100
New +$208K 0.04% 222
2021
Q3
Sell
-8,000
Closed -$209K 232
2021
Q2
$209K Hold
8,000
0.05% 212
2021
Q1
$214K Buy
+8,000
New +$214K 0.05% 201
2017
Q3
Sell
-330
Closed -$4K 573
2017
Q2
$4K Buy
+330
New +$4K ﹤0.01% 574