Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$129K Sell
26,950
-21,464
-44% -$103K ﹤0.01% 1281
2025
Q1
$420K Buy
48,414
+27,995
+137% +$243K ﹤0.01% 1086
2024
Q4
$248K Buy
+20,419
New +$248K ﹤0.01% 1020
2022
Q4
Sell
-99,092
Closed -$1.38M 654
2022
Q3
$1.38M Buy
+99,092
New +$1.38M 0.02% 316
2021
Q2
Sell
-11,434
Closed -$508K 810
2021
Q1
$508K Buy
+11,434
New +$508K ﹤0.01% 777