Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$558 Hold
2
﹤0.01% 250
2025
Q1
$623 Sell
2
-123
-98% -$38.3K ﹤0.01% 228
2024
Q4
$32.6K Buy
+125
New +$32.6K 0.01% 203
2021
Q2
Sell
-3,500
Closed -$871K 118
2021
Q1
$871K Buy
3,500
+1,852
+112% +$461K 0.07% 59
2020
Q4
$379K Buy
1,648
+748
+83% +$172K 0.05% 71
2020
Q3
$229K Buy
+900
New +$229K 0.04% 86
2019
Q2
Sell
-400
Closed -$76K 99
2019
Q1
$76K Hold
400
0.06% 127
2018
Q4
$78K Buy
+400
New +$78K 0.08% 101