Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Buy
+717
New +$218K 0.01% 535
2022
Q4
Sell
-63
Closed -$5K 992
2022
Q3
$5K Hold
63
﹤0.01% 888
2022
Q2
$6K Sell
63
-124
-66% -$11.8K ﹤0.01% 863
2022
Q1
$21K Hold
187
﹤0.01% 651
2021
Q4
$26K Hold
187
﹤0.01% 642
2021
Q3
$25K Buy
187
+124
+197% +$16.6K ﹤0.01% 606
2021
Q2
$9K Hold
63
﹤0.01% 765
2021
Q1
$8K Hold
63
﹤0.01% 736
2020
Q4
$8K Hold
63
﹤0.01% 626
2020
Q3
$10K Sell
63
-4
-6% -$635 ﹤0.01% 569
2020
Q2
$9K Sell
67
-646
-91% -$86.8K ﹤0.01% 571
2020
Q1
$78.8K Sell
713
-890
-56% -$98.3K 0.01% 293
2019
Q4
$215K Hold
1,603
0.03% 214
2019
Q3
$189K Buy
+1,603
New +$189K 0.02% 267