Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2K Sell
800
-791
-50% -$1.98K ﹤0.01% 738
2025
Q1
$4.34K Buy
+1,591
New +$4.34K ﹤0.01% 724
2021
Q1
Sell
-16,134
Closed -$554K 129
2020
Q4
$554K Hold
16,134
0.12% 85
2020
Q3
$524K Buy
+16,134
New +$524K 0.15% 57