Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$599K Buy
+8,798
New +$599K 0.01% 302
2022
Q4
Sell
-200
Closed -$13K 737
2022
Q3
$13K Sell
200
-50
-20% -$3.25K ﹤0.01% 710
2022
Q2
$19K Buy
250
+20
+9% +$1.52K ﹤0.01% 653
2022
Q1
$18K Buy
230
+87
+61% +$6.81K ﹤0.01% 672
2021
Q4
$10K Hold
143
﹤0.01% 788
2021
Q3
$9K Hold
143
﹤0.01% 760
2021
Q2
$12K Sell
143
-12
-8% -$1.01K ﹤0.01% 724
2021
Q1
$13K Hold
155
﹤0.01% 648
2020
Q4
$13K Hold
155
﹤0.01% 543
2020
Q3
$14K Sell
155
-229
-60% -$20.7K ﹤0.01% 519
2020
Q2
$40K Buy
384
+226
+143% +$23.5K ﹤0.01% 375
2020
Q1
$11.6K Buy
+158
New +$11.6K ﹤0.01% 491
2019
Q4
Sell
-208
Closed -$15.4K 1334
2019
Q3
$15.4K Buy
+208
New +$15.4K ﹤0.01% 725