Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$143K Buy
+13,583
New +$143K ﹤0.01% 1115
2024
Q4
Sell
-15,186
Closed -$306K 1080
2024
Q3
$306K Buy
+15,186
New +$306K 0.01% 906
2024
Q1
Sell
-10,035
Closed -$193K 1010
2023
Q4
$193K Buy
+10,035
New +$193K 0.01% 914
2018
Q2
Sell
-1,920
Closed -$22K 429
2018
Q1
$22K Hold
1,920
0.01% 933
2017
Q4
$21K Hold
1,920
0.01% 969
2017
Q3
$22K Hold
1,920
0.01% 741
2017
Q2
$21 Buy
+1,920
New +$21 0.01% 764