Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Buy
+6,773
New +$323K ﹤0.01% 652
2023
Q1
Sell
-12,449
Closed -$498K 896
2022
Q4
$498K Hold
12,449
﹤0.01% 809
2022
Q3
$476K Buy
12,449
+3,450
+38% +$132K ﹤0.01% 829
2022
Q2
$424K Sell
8,999
-3,750
-29% -$177K ﹤0.01% 740
2022
Q1
$631K Hold
12,749
﹤0.01% 723
2021
Q4
$616K Buy
+12,749
New +$616K ﹤0.01% 731
2021
Q3
Hold
0
-$2.77M 886
2021
Q2
Hold
0
523