Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$423K Buy
121,900
+8,600
+8% +$29.8K ﹤0.01% 1388
2025
Q1
$425K Hold
113,300
﹤0.01% 1274
2024
Q4
$511K Hold
113,300
﹤0.01% 1193
2024
Q3
$510K Buy
113,300
+59,600
+111% +$268K ﹤0.01% 1255
2024
Q2
$361K Buy
+53,700
New +$361K ﹤0.01% 1380
2020
Q2
Sell
-5,324
Closed -$51K 2176
2020
Q1
$51K Sell
5,324
-8,738
-62% -$83.7K ﹤0.01% 1783
2019
Q4
$189K Sell
14,062
-8,739
-38% -$117K ﹤0.01% 1681
2019
Q3
$266K Hold
22,801
﹤0.01% 1567
2019
Q2
$327K Buy
22,801
+14,263
+167% +$205K ﹤0.01% 1536
2019
Q1
$108K Buy
+8,538
New +$108K ﹤0.01% 1779