Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
126
2025
Q1
Sell
-95,849
Closed -$388K 103
2024
Q4
$388K Buy
+95,849
New +$388K 0.04% 57
2024
Q1
Hold
0
131
2023
Q4
Hold
0
172
2023
Q3
Hold
0
217
2023
Q2
Hold
0
242
2023
Q1
Sell
-4,099
Closed -$18.3K 316
2022
Q4
$18.3K Buy
+4,099
New +$18.3K ﹤0.01% 237
2022
Q3
Hold
0
387
2022
Q2
Hold
0
372
2022
Q1
Hold
0
372
2021
Q4
Hold
0
320