Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,172
Closed -$205K 1274
2025
Q1
$205K Buy
+3,172
New +$205K 0.01% 1027
2021
Q4
Sell
-90
Closed -$9K 1466
2021
Q3
$9K Hold
90
﹤0.01% 1473
2021
Q2
$9K Hold
90
﹤0.01% 1573
2021
Q1
$9K Hold
90
﹤0.01% 1230
2020
Q4
$8K Hold
90
﹤0.01% 1021
2020
Q3
$5.61K Hold
90
﹤0.01% 831
2020
Q2
$4.2K Hold
90
﹤0.01% 802
2020
Q1
$3.4K Hold
90
﹤0.01% 850
2019
Q4
$8.06K Buy
+90
New +$8.06K ﹤0.01% 626