Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-771
Closed -$240K 248
2025
Q1
$240K Sell
771
-50
-6% -$15.6K 0.01% 212
2024
Q4
$214K Buy
821
+73
+10% +$19K ﹤0.01% 243
2024
Q3
$241K Buy
+748
New +$241K ﹤0.01% 218
2021
Q3
$42K Hold
199
0.01% 214
2021
Q2
$49K Hold
199
0.01% 205
2021
Q1
$50K Hold
199
0.01% 188
2020
Q4
$50K Buy
+199
New +$50K 0.02% 165