Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Hold
114
﹤0.01% 1038
2025
Q1
$10K Buy
+114
New +$10K ﹤0.01% 1013
2022
Q3
Sell
-337
Closed -$20K 737
2022
Q2
$20K Buy
+337
New +$20K ﹤0.01% 845
2021
Q4
Sell
-330
Closed -$23K 567
2021
Q3
$23K Hold
330
﹤0.01% 718
2021
Q2
$25K Sell
330
-93
-22% -$7.05K ﹤0.01% 697
2021
Q1
$30K Sell
423
-16
-4% -$1.14K ﹤0.01% 597
2020
Q4
$32K Sell
439
-62
-12% -$4.52K ﹤0.01% 518
2020
Q3
$31K Buy
501
+84
+20% +$5.2K ﹤0.01% 462
2020
Q2
$20K Buy
417
+381
+1,058% +$18.3K ﹤0.01% 438
2020
Q1
$2K Sell
36
-45
-56% -$2.5K ﹤0.01% 669
2019
Q4
$4K Sell
81
-54
-40% -$2.67K ﹤0.01% 584
2019
Q3
$6K Hold
135
﹤0.01% 542
2019
Q2
$7K Sell
135
-2,707
-95% -$140K ﹤0.01% 548
2019
Q1
$141K Buy
+2,842
New +$141K 0.02% 238