Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$584K Hold
3,185
0.01% 406
2025
Q1
$559K Sell
3,185
-307
-9% -$53.9K 0.01% 396
2024
Q4
$655K Sell
3,492
-4
-0.1% -$750 0.01% 383
2024
Q3
$670K Hold
3,496
0.01% 372
2024
Q2
$631K Sell
3,496
-8
-0.2% -$1.44K 0.01% 364
2024
Q1
$621K Sell
3,504
-782
-18% -$139K 0.01% 367
2023
Q4
$659K Buy
+4,286
New +$659K 0.01% 345
2018
Q3
Sell
-150
Closed -$11K 354
2018
Q2
$11K Buy
+150
New +$11K ﹤0.01% 601