Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Hold
23,766
﹤0.01% 748
2025
Q1
$254K Hold
23,766
﹤0.01% 763
2024
Q4
$357K Buy
+23,766
New +$357K ﹤0.01% 780
2020
Q2
Sell
-3,783
Closed -$32K 1211
2020
Q1
$32K Buy
3,783
+557
+17% +$4.71K ﹤0.01% 1054
2019
Q4
$50K Buy
3,226
+267
+9% +$4.14K ﹤0.01% 1039
2019
Q3
$40K Buy
2,959
+446
+18% +$6.03K ﹤0.01% 1076
2019
Q2
$28K Buy
+2,513
New +$28K ﹤0.01% 1085