Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11K Hold
3,049
﹤0.01% 1626
2025
Q1
$13K Hold
3,049
﹤0.01% 1628
2024
Q4
$7K Hold
3,049
﹤0.01% 1589
2024
Q3
$5K Hold
3,049
﹤0.01% 1637
2024
Q2
$6K Hold
3,049
﹤0.01% 1696
2024
Q1
$8K Hold
3,049
﹤0.01% 1599
2023
Q4
$7K Hold
3,049
﹤0.01% 1623
2023
Q3
$16K Hold
3,049
﹤0.01% 1602
2023
Q2
$20K Hold
3,049
﹤0.01% 1615
2023
Q1
$23K Buy
+3,049
New +$23K ﹤0.01% 1658
2017
Q2
Sell
-2,573
Closed -$168K 1548
2017
Q1
$168K Sell
2,573
-1,611
-39% -$105K ﹤0.01% 1452
2016
Q4
$246K Buy
+4,184
New +$246K ﹤0.01% 1406