Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.7K Sell
2,652
-2,749
-51% -$79.6K ﹤0.01% 3332
2025
Q1
$155K Hold
5,401
﹤0.01% 3039
2024
Q4
$242K Buy
+5,401
New +$242K ﹤0.01% 2974
2021
Q4
Sell
-1,960
Closed -$142K 4072
2021
Q3
$142K Buy
1,960
+1,360
+227% +$98.5K ﹤0.01% 3693
2021
Q2
$35K Sell
600
-11,248
-95% -$656K ﹤0.01% 4209
2021
Q1
$508K Buy
11,848
+3,848
+48% +$165K ﹤0.01% 3075
2020
Q4
$521K Buy
+8,000
New +$521K ﹤0.01% 2855