Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374K Sell
3,311
-221
-6% -$24.9K ﹤0.01% 305
2025
Q1
$328K Buy
+3,532
New +$328K ﹤0.01% 341
2023
Q2
Sell
-5,196
Closed -$438K 482
2023
Q1
$438K Sell
5,196
-5,035
-49% -$425K ﹤0.01% 479
2022
Q4
$869K Sell
10,231
-184
-2% -$15.6K 0.01% 418
2022
Q3
$712K Buy
10,415
+3,138
+43% +$215K 0.01% 446
2022
Q2
$475 Sell
7,277
-845
-10% -$55 ﹤0.01% 527
2022
Q1
$624K Sell
8,122
-711
-8% -$54.6K ﹤0.01% 501
2021
Q4
$683K Buy
+8,833
New +$683K 0.01% 497