Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
+4,841
New +$205K ﹤0.01% 547
2022
Q4
Sell
-41
Closed -$4K 658
2022
Q3
$4K Hold
41
﹤0.01% 916
2022
Q2
$4K Hold
41
﹤0.01% 928
2022
Q1
$5K Buy
41
+16
+64% +$1.95K ﹤0.01% 900
2021
Q4
$3K Hold
25
﹤0.01% 986
2021
Q3
$2K Hold
25
﹤0.01% 1006
2021
Q2
$3K Sell
25
-3
-11% -$360 ﹤0.01% 981
2021
Q1
$3K Hold
28
﹤0.01% 947
2020
Q4
$3K Hold
28
﹤0.01% 816
2020
Q3
$3K Sell
28
-17
-38% -$1.82K ﹤0.01% 767
2020
Q2
$5K Hold
45
﹤0.01% 664
2020
Q1
$3.72K Sell
45
-68
-60% -$5.62K ﹤0.01% 674
2019
Q4
$11.4K Hold
113
﹤0.01% 712
2019
Q3
$9.96K Buy
+113
New +$9.96K ﹤0.01% 823