Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,853
Closed -$6K 3100
2025
Q1
$6K Hold
8,853
﹤0.01% 2604
2024
Q4
$7K Hold
8,853
﹤0.01% 2612
2024
Q3
$9K Hold
8,853
﹤0.01% 2504
2024
Q2
$14K Buy
+8,853
New +$14K ﹤0.01% 2276
2023
Q2
Sell
-30,256
Closed -$26K 3093
2023
Q1
$26K Sell
30,256
-4,189
-12% -$3.6K ﹤0.01% 2549
2022
Q4
$45K Hold
34,445
﹤0.01% 2467
2022
Q3
$61K Buy
34,445
+546
+2% +$967 ﹤0.01% 2375
2022
Q2
$77K Buy
33,899
+3,836
+13% +$8.71K ﹤0.01% 2285
2022
Q1
$99K Sell
30,063
-2,433
-7% -$8.01K ﹤0.01% 2198
2021
Q4
$148K Sell
32,496
-353
-1% -$1.61K ﹤0.01% 2015
2021
Q3
$236K Sell
32,849
-2,023
-6% -$14.5K ﹤0.01% 1933
2021
Q2
$280K Buy
+34,872
New +$280K ﹤0.01% 1918