Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61K Buy
+23,580
New +$61K ﹤0.01% 1154
2024
Q3
Sell
-20,939
Closed -$133K 1411
2024
Q2
$133K Sell
20,939
-36,564
-64% -$232K ﹤0.01% 1351
2024
Q1
$533K Sell
57,503
-32,490
-36% -$301K 0.02% 760
2023
Q4
$1.15M Sell
89,993
-27,334
-23% -$348K 0.05% 582
2023
Q3
$1.21M Buy
117,327
+23,594
+25% +$244K 0.06% 524
2023
Q2
$1.23M Buy
93,733
+64,420
+220% +$845K 0.05% 583
2023
Q1
$328K Sell
29,313
-17,547
-37% -$196K 0.02% 925
2022
Q4
$395K Buy
+46,860
New +$395K 0.02% 871
2022
Q1
Sell
-7,520
Closed -$241K 1258
2021
Q4
$241K Buy
+7,520
New +$241K 0.03% 796