Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$764K Buy
+64,387
New +$764K ﹤0.01% 771
2020
Q4
Sell
-991
Closed -$26K 1788
2020
Q3
$26K Buy
991
+30
+3% +$787 ﹤0.01% 1515
2020
Q2
$31K Buy
961
+356
+59% +$11.5K ﹤0.01% 1440
2020
Q1
$25K Hold
605
﹤0.01% 1976
2019
Q4
$25K Buy
605
+105
+21% +$4.34K ﹤0.01% 1976
2019
Q3
$20 Hold
500
﹤0.01% 2044
2019
Q2
$32 Hold
500
﹤0.01% 1886
2019
Q1
$39 Buy
+500
New +$39 ﹤0.01% 1795