Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$369K Sell
51
-5
-9% -$36.2K ﹤0.01% 1540
2024
Q4
$458K Hold
56
﹤0.01% 1379
2024
Q3
$549K Hold
56
0.01% 1303
2024
Q2
$425K Hold
56
﹤0.01% 1332
2024
Q1
$454K Sell
56
-12
-18% -$97.2K ﹤0.01% 1303
2023
Q4
$481K Hold
68
0.01% 1225
2023
Q3
$406K Hold
68
﹤0.01% 1280
2023
Q2
$432K Sell
68
-7
-9% -$44.5K ﹤0.01% 1264
2023
Q1
$418K Buy
+75
New +$418K 0.01% 1199
2020
Q3
Sell
-1
Closed -$3K 1504
2020
Q2
$3K Sell
1
-2
-67% -$6K ﹤0.01% 1666
2020
Q1
$8K Buy
+3
New +$8K ﹤0.01% 1160