Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,000
Closed -$35K 1017
2025
Q1
$35K Buy
+3,000
New +$35K 0.02% 337
2024
Q2
Sell
-100
Closed -$1 603
2024
Q1
$1 Hold
100
﹤0.01% 590
2023
Q4
$1K Hold
100
﹤0.01% 393
2023
Q3
$1K Hold
100
﹤0.01% 527
2023
Q2
$0 Hold
100
﹤0.01% 597
2023
Q1
$0 Hold
100
﹤0.01% 636
2022
Q4
$1K Buy
100
+50
+100% +$500 ﹤0.01% 409
2022
Q3
$0 Buy
+50
New ﹤0.01% 713
2022
Q1
Sell
-15,000
Closed -$640K 780
2021
Q4
$640K Buy
+15,000
New +$640K 0.34% 65
2020
Q1
Sell
-29,027
Closed -$1.25M 624
2019
Q4
$1.25M Buy
29,027
+20,762
+251% +$893K 0.39% 40
2019
Q3
$337K Buy
+8,265
New +$337K 0.1% 111
2019
Q2
Sell
-8,950
Closed -$700K 1002
2019
Q1
$700K Buy
+8,950
New +$700K 0.24% 58