Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$163K Buy
+348
New +$163K 0.03% 309
2023
Q1
Sell
-215
Closed -$58K 1195
2022
Q4
$58K Hold
215
0.03% 337
2022
Q3
$58K Hold
215
0.03% 341
2022
Q2
$61K Hold
215
0.03% 323
2022
Q1
$69K Hold
215
0.03% 317
2021
Q4
$74K Hold
215
0.04% 287
2021
Q3
$63K Hold
215
0.04% 307
2021
Q2
$66K Buy
215
+30
+16% +$9.21K 0.04% 306
2021
Q1
$52K Hold
185
0.03% 269
2020
Q4
$49K Buy
+185
New +$49K 0.04% 248
2020
Q2
Sell
-165
Closed -$29K 392
2020
Q1
$29K Buy
+165
New +$29K 0.03% 285