Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Buy
+1,750
New +$365K 0.01% 397
2022
Q4
Sell
-61
Closed -$5K 691
2022
Q3
$5K Buy
61
+25
+69% +$2.05K ﹤0.01% 876
2022
Q2
$4K Buy
36
+12
+50% +$1.33K ﹤0.01% 929
2022
Q1
$3K Buy
24
+16
+200% +$2K ﹤0.01% 994
2021
Q4
$1K Hold
8
﹤0.01% 1121
2021
Q3
$1K Sell
8
-32
-80% -$4K ﹤0.01% 1076
2021
Q2
$6K Buy
40
+29
+264% +$4.35K ﹤0.01% 829
2021
Q1
$1K Hold
11
﹤0.01% 1107
2020
Q4
$1K Hold
11
﹤0.01% 961
2020
Q3
$1K Hold
11
﹤0.01% 929
2020
Q2
$1K Hold
11
﹤0.01% 970
2020
Q1
$825 Sell
11
-56
-84% -$4.2K ﹤0.01% 961
2019
Q4
$6.54K Buy
67
+3
+5% +$293 ﹤0.01% 854
2019
Q3
$5.42K Buy
+64
New +$5.42K ﹤0.01% 986