Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
618
2025
Q1
Hold
0
562
2024
Q4
Hold
0
651
2024
Q3
Hold
0
487
2024
Q2
Sell
-43,827
Closed -$295K 580
2024
Q1
$295K Buy
+43,827
New +$295K ﹤0.01% 408
2021
Q1
Sell
-27,086
Closed -$213K 239
2020
Q4
$213K Buy
+27,086
New +$213K ﹤0.01% 196
2020
Q3
Hold
0
179