Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9K Buy
99
+63
+175% +$5.73K ﹤0.01% 1542
2025
Q1
$3K Buy
+36
New +$3K ﹤0.01% 1275
2022
Q3
Sell
-51
Closed -$2K 1081
2022
Q2
$2K Hold
51
﹤0.01% 926
2022
Q1
$2K Sell
51
-29
-36% -$1.14K ﹤0.01% 951
2021
Q4
$4K Sell
80
-52
-39% -$2.6K ﹤0.01% 778
2021
Q3
$6K Sell
132
-18,637
-99% -$847K ﹤0.01% 726
2021
Q2
$954K Buy
18,769
+370
+2% +$18.8K 0.04% 327
2021
Q1
$864K Buy
+18,399
New +$864K 0.04% 302