Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,365
Closed -$216K 1158
2025
Q1
$216K Sell
2,365
-545
-19% -$49.7K ﹤0.01% 1024
2024
Q4
$335K Sell
2,910
-540
-16% -$62.2K ﹤0.01% 950
2024
Q3
$409K Buy
+3,450
New +$409K 0.01% 863
2023
Q3
Sell
-36
Closed -$2K 642
2023
Q2
$2K Sell
36
-36
-50% -$2K ﹤0.01% 638
2023
Q1
$3K Hold
72
﹤0.01% 647
2022
Q4
$3K Buy
72
+1
+1% +$42 ﹤0.01% 658
2022
Q3
$2K Sell
71
-601
-89% -$16.9K ﹤0.01% 654
2022
Q2
$31K Buy
672
+117
+21% +$5.4K 0.01% 473
2022
Q1
$28K Buy
555
+93
+20% +$4.69K 0.01% 517
2021
Q4
$26K Buy
+462
New +$26K 0.01% 489