Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.6K Buy
2,393
+1,000
+72% +$7.78K ﹤0.01% 4363
2025
Q1
$20.9K Buy
+1,393
New +$20.9K ﹤0.01% 4313
2022
Q3
Sell
-400
Closed -$7K 5256
2022
Q2
$7K Hold
400
﹤0.01% 4745
2022
Q1
$12K Buy
400
+283
+242% +$8.49K ﹤0.01% 4652
2021
Q4
$8K Sell
117
-4,511
-97% -$308K ﹤0.01% 4819
2021
Q3
$477K Sell
4,628
-1,247
-21% -$129K ﹤0.01% 2927
2021
Q2
$838K Buy
+5,875
New +$838K ﹤0.01% 2738
2016
Q2
Sell
-1
Closed 5142
2016
Q1
$0 Buy
+1
New ﹤0.01% 5501
2015
Q4
Hold
0
5562
2014
Q2
Hold
0
5575
2014
Q1
Hold
0
5529