Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$800 Buy
+320
New +$800 ﹤0.01% 5291
2022
Q3
Sell
-175
Closed 5760
2022
Q2
$0 Buy
+175
New ﹤0.01% 5799
2021
Q4
Sell
-2,482
Closed -$12K 5736
2021
Q3
$12K Sell
2,482
-46,690
-95% -$226K ﹤0.01% 5376
2021
Q2
$508K Sell
49,172
-26,081
-35% -$269K ﹤0.01% 4619
2021
Q1
$941K Buy
+75,253
New +$941K ﹤0.01% 4446