Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Hold
90
﹤0.01% 854
2025
Q1
$8K Hold
90
﹤0.01% 885
2024
Q4
$8K Hold
90
﹤0.01% 897
2024
Q3
$8K Hold
90
﹤0.01% 869
2024
Q2
$8K Hold
90
﹤0.01% 848
2024
Q1
$11K Hold
90
﹤0.01% 814
2023
Q4
$11K Hold
90
﹤0.01% 810
2023
Q3
$11K Sell
90
-371
-80% -$45.3K ﹤0.01% 784
2023
Q2
$62K Hold
461
﹤0.01% 511
2023
Q1
$62K Buy
461
+371
+412% +$49.9K ﹤0.01% 489
2022
Q4
$13K Hold
90
﹤0.01% 718
2022
Q3
$8K Hold
90
﹤0.01% 799
2022
Q2
$8K Hold
90
﹤0.01% 845
2022
Q1
$13K Hold
90
﹤0.01% 785
2021
Q4
$10K Sell
90
-595
-87% -$66.1K ﹤0.01% 840
2021
Q3
$84K Hold
685
0.01% 463
2021
Q2
$89K Hold
685
0.01% 455
2021
Q1
$98K Buy
685
+595
+661% +$85.1K 0.01% 443
2020
Q4
$9K Hold
90
﹤0.01% 826
2020
Q3
$7K Buy
+90
New +$7K ﹤0.01% 836
2013
Q4
Sell
-3,335
Closed -$201K 825
2013
Q3
$201K Buy
+3,335
New +$201K 0.05% 316