Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
+8,175
New +$213K ﹤0.01% 225
2022
Q4
Sell
-17,350
Closed -$222K 229
2022
Q3
$222K Hold
17,350
﹤0.01% 206
2022
Q2
$284K Hold
17,350
﹤0.01% 172
2022
Q1
$356K Buy
17,350
+6,725
+63% +$138K ﹤0.01% 179
2021
Q4
$269K Hold
10,625
﹤0.01% 189
2021
Q3
$235K Sell
10,625
-350
-3% -$7.74K ﹤0.01% 196
2021
Q2
$213K Sell
10,975
-1,100
-9% -$21.3K ﹤0.01% 207
2021
Q1
$256K Sell
12,075
-500
-4% -$10.6K ﹤0.01% 197
2020
Q4
$254K Buy
+12,575
New +$254K ﹤0.01% 199