Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$401 Buy
+5
New +$401 ﹤0.01% 614
2022
Q4
Sell
-15
Closed -$1K 472
2022
Q3
$1K Hold
15
﹤0.01% 422
2022
Q2
$1K Sell
15
-9,800
-100% -$653K ﹤0.01% 453
2022
Q1
$730K Buy
9,815
+4,672
+91% +$347K 0.23% 143
2021
Q4
$398K Buy
5,143
+200
+4% +$15.5K 0.12% 170
2021
Q3
$345K Buy
+4,943
New +$345K 0.12% 174