Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$240K Buy
6,256
+492
+9% +$18.9K ﹤0.01% 1158
2024
Q4
$293K Buy
5,764
+1,060
+23% +$53.9K ﹤0.01% 1108
2024
Q3
$207K Buy
+4,704
New +$207K ﹤0.01% 1220
2020
Q4
Sell
-118
Closed -$2K 1326
2020
Q3
$2K Buy
+118
New +$2K ﹤0.01% 2240
2020
Q2
Sell
-202
Closed -$5K 2449
2020
Q1
$5K Hold
202
﹤0.01% 2664
2019
Q4
$5K Hold
202
﹤0.01% 2664
2019
Q3
$4 Buy
202
+81
+67% +$2 ﹤0.01% 2685
2019
Q2
$2 Hold
121
﹤0.01% 2835
2019
Q1
$2 Hold
121
﹤0.01% 2812
2018
Q4
$2 Buy
+121
New +$2 ﹤0.01% 2746