Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21,601
Closed -$448K 1762
2025
Q1
$448K Buy
21,601
+8,675
+67% +$180K 0.01% 715
2024
Q4
$153K Buy
+12,926
New +$153K ﹤0.01% 1097
2024
Q3
Sell
-180,622
Closed -$1.32M 2058
2024
Q2
$1.32M Buy
+180,622
New +$1.32M 0.02% 407
2023
Q1
Sell
-3,425
Closed -$34K 1380
2022
Q4
$34K Buy
+3,425
New +$34K ﹤0.01% 851
2022
Q3
Hold
0
1291
2022
Q2
Sell
-2,255
Closed -$62K 1489
2022
Q1
$62K Buy
+2,255
New +$62K ﹤0.01% 937
2021
Q4
Hold
0
1154
2021
Q3
Hold
0
1267
2021
Q2
Hold
0
1332