Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Sell
361
-45
-11% -$13K ﹤0.01% 171
2025
Q1
$123K Buy
+406
New +$123K ﹤0.01% 306
2024
Q2
Sell
-2,231
Closed -$578K 316
2024
Q1
$578K Buy
+2,231
New +$578K 0.01% 140
2023
Q2
Sell
-10,510
Closed -$2.04M 303
2023
Q1
$2.04M Buy
10,510
+9,424
+868% +$1.83M 0.02% 53
2022
Q4
$240K Buy
+1,086
New +$240K ﹤0.01% 391
2021
Q4
Sell
-4,194
Closed -$728K 113
2021
Q3
$728K Buy
+4,194
New +$728K 0.01% 248
2021
Q1
Sell
-1,597
Closed -$246K 178
2020
Q4
$246K Buy
+1,597
New +$246K 0.01% 62