Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$93.8K Hold
880
﹤0.01% 456
2025
Q1
$77.3K Sell
880
-517
-37% -$45.4K ﹤0.01% 490
2024
Q4
$162K Buy
1,397
+517
+59% +$60K ﹤0.01% 394
2024
Q3
$109K Buy
+880
New +$109K ﹤0.01% 450
2023
Q1
Sell
-3,774
Closed -$227K 207
2022
Q4
$227K Hold
3,774
0.01% 190
2022
Q3
$234K Sell
3,774
-700
-16% -$43.4K 0.01% 186
2022
Q2
$292K Sell
4,474
-1,500
-25% -$97.9K 0.02% 175
2022
Q1
$496K Sell
5,974
-7,656
-56% -$636K 0.02% 158
2021
Q4
$1.25M Buy
+13,630
New +$1.25M 0.05% 125