Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21K Hold
1,667
﹤0.01% 727
2025
Q1
$25K Buy
+1,667
New +$25K ﹤0.01% 756
2020
Q4
Sell
-9,693
Closed -$87K 1089
2020
Q3
$87K Sell
9,693
-3,151
-25% -$28.3K 0.01% 846
2020
Q2
$158K Hold
12,844
0.01% 704
2020
Q1
$126K Sell
12,844
-106
-0.8% -$1.04K 0.01% 724
2019
Q4
$325K Buy
+12,950
New +$325K 0.02% 600