Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-55,618
Closed -$482K 426
2025
Q1
$482K Hold
55,618
﹤0.01% 418
2024
Q4
$675K Hold
55,618
0.01% 450
2024
Q3
$935K Hold
55,618
0.01% 449
2024
Q2
$869K Hold
55,618
0.01% 451
2024
Q1
$878K Hold
55,618
0.01% 469
2023
Q4
$1.12M Hold
55,618
0.01% 479
2023
Q3
$1.03M Hold
55,618
0.02% 486
2023
Q2
$1.21M Hold
55,618
0.02% 475
2023
Q1
$1.03M Hold
55,618
0.02% 483
2022
Q4
$847K Buy
+55,618
New +$847K 0.01% 511