Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$126K Buy
604
+155
+35% +$32.5K 0.01% 393
2025
Q1
$81.5K Buy
+449
New +$81.5K ﹤0.01% 456
2022
Q4
Sell
-1
Closed 740
2022
Q3
$0 Sell
1
-5
-83% ﹤0.01% 745
2022
Q2
$0 Hold
6
﹤0.01% 760
2022
Q1
$1K Hold
6
﹤0.01% 696
2021
Q4
$1K Sell
6
-1
-14% -$167 ﹤0.01% 706
2021
Q3
$1K Buy
+7
New +$1K ﹤0.01% 561
2020
Q4
Sell
-21
Closed -$1K 352
2020
Q3
$1K Buy
+21
New +$1K ﹤0.01% 338