Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,176
Closed -$133K 1329
2025
Q1
$133K Buy
+17,176
New +$133K ﹤0.01% 1177
2024
Q4
Sell
-24,749
Closed -$186K 1429
2024
Q3
$186K Buy
24,749
+6,828
+38% +$51.3K ﹤0.01% 1323
2024
Q2
$138K Buy
+17,921
New +$138K ﹤0.01% 1328
2024
Q1
Sell
-25,288
Closed -$260K 1457
2023
Q4
$260K Buy
25,288
+14,294
+130% +$147K 0.01% 844
2023
Q3
$108K Buy
+10,994
New +$108K ﹤0.01% 1045
2022
Q2
Hold
0
1278
2022
Q1
Hold
0
1171
2020
Q4
Sell
-11,620
Closed -$445K 756
2020
Q3
$445K Buy
+11,620
New +$445K 0.03% 267