Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
325
2025
Q1
Hold
0
303
2022
Q3
Sell
-6,000
Closed -$50K 317
2022
Q2
$50K Buy
+6,000
New +$50K 0.01% 224
2022
Q1
Sell
-3,400
Closed -$48K 409
2021
Q4
$48K Buy
+3,400
New +$48K 0.01% 292
2021
Q2
Sell
-30,000
Closed -$610K 424
2021
Q1
$610K Buy
+30,000
New +$610K 0.06% 140