Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,765
Closed -$85K 1201
2025
Q1
$85K Hold
6,765
﹤0.01% 1076
2024
Q4
$115K Buy
+6,765
New +$115K ﹤0.01% 1086
2023
Q4
Sell
-20,391
Closed -$237K 1277
2023
Q3
$237K Buy
+20,391
New +$237K 0.01% 917
2020
Q2
Sell
-6,615
Closed -$32K 914
2020
Q1
$32K Buy
6,615
+1,257
+23% +$6.08K ﹤0.01% 787
2019
Q4
$91K Buy
+5,358
New +$91K ﹤0.01% 783