Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,092
Closed -$162K 1239
2025
Q1
$162K Hold
2,092
0.01% 997
2024
Q4
$186K Hold
2,092
0.01% 1008
2024
Q3
$199K Hold
2,092
0.01% 959
2024
Q2
$223K Hold
2,092
0.01% 911
2024
Q1
$246K Hold
2,092
0.01% 887
2023
Q4
$261K Buy
+2,092
New +$261K 0.01% 892
2022
Q1
Sell
-796
Closed -$88K 1544
2021
Q4
$88K Sell
796
-90
-10% -$9.95K ﹤0.01% 1059
2021
Q3
$84K Hold
886
﹤0.01% 1029
2021
Q2
$107K Hold
886
﹤0.01% 1022
2021
Q1
$108K Hold
886
﹤0.01% 924
2020
Q4
$111K Hold
886
﹤0.01% 838
2020
Q3
$61K Hold
886
﹤0.01% 829
2020
Q2
$61K Buy
+886
New +$61K ﹤0.01% 755