Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
503
2025
Q1
Hold
0
516
2024
Q4
Hold
0
544
2024
Q3
Hold
0
573
2024
Q2
Hold
0
555
2024
Q1
Sell
-1,918
Closed -$219K 571
2023
Q4
$219K Sell
1,918
-796
-29% -$91K ﹤0.01% 207
2023
Q3
$247K Buy
+2,714
New +$247K ﹤0.01% 246
2021
Q4
Sell
-2,153
Closed -$266K 741
2021
Q3
$266K Buy
2,153
+119
+6% +$14.7K 0.01% 387
2021
Q2
$244K Buy
+2,034
New +$244K 0.01% 491