Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,000
Closed -$416K 106
2024
Q4
$416K Buy
12,000
+11,415
+1,951% +$396K 0.18% 54
2024
Q3
$23K Buy
+585
New +$23K 0.01% 79
2021
Q2
Sell
-900
Closed -$76K 138
2021
Q1
$76K Hold
900
0.03% 114
2020
Q4
$79K Hold
900
0.03% 96
2020
Q3
$70K Hold
900
0.03% 92
2020
Q2
$54K Hold
900
0.04% 67
2020
Q1
$36K Buy
+900
New +$36K 0.03% 75