Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54K Buy
+14,807
New +$54K ﹤0.01% 2820
2024
Q1
Sell
-24,951
Closed -$90.6K 3589
2023
Q4
$90.6K Sell
24,951
-2,180
-8% -$7.91K ﹤0.01% 2990
2023
Q3
$107K Sell
27,131
-3,990
-13% -$15.8K ﹤0.01% 2840
2023
Q2
$137K Buy
31,121
+2,488
+9% +$10.9K ﹤0.01% 2978
2023
Q1
$226K Buy
28,633
+14,712
+106% +$116K ﹤0.01% 2683
2022
Q4
$62.6K Sell
13,921
-549
-4% -$2.47K ﹤0.01% 3047
2022
Q3
$116 Buy
14,470
+577
+4% +$5 ﹤0.01% 2960
2022
Q2
$100 Buy
13,893
+973
+8% +$7 ﹤0.01% 3029
2022
Q1
$159K Sell
12,920
-60,530
-82% -$745K ﹤0.01% 3064
2021
Q4
$752K Buy
+73,450
New +$752K ﹤0.01% 2062
2021
Q2
Sell
-31,650
Closed -$436K 3833
2021
Q1
$436K Buy
+31,650
New +$436K ﹤0.01% 2388