Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3K Sell
534
-268
-33% -$1.51K ﹤0.01% 2130
2025
Q1
$4K Buy
802
+534
+199% +$2.66K ﹤0.01% 2088
2024
Q4
$1K Hold
268
﹤0.01% 2344
2024
Q3
$1K Buy
+268
New +$1K ﹤0.01% 2414
2023
Q4
Sell
-2,172
Closed -$8K 2204
2023
Q3
$8K Buy
+2,172
New +$8K ﹤0.01% 1627
2022
Q4
Sell
-260
Closed -$1K 2017
2022
Q3
$1K Sell
260
-233,179
-100% -$897K ﹤0.01% 1963
2022
Q2
$591K Hold
233,439
﹤0.01% 671
2022
Q1
$817K Hold
233,439
﹤0.01% 521
2021
Q4
$1.66M Buy
+233,439
New +$1.66M ﹤0.01% 372