Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$192K Buy
+15,036
New +$192K ﹤0.01% 558
2022
Q3
Sell
-1,661
Closed -$30K 1233
2022
Q2
$30K Sell
1,661
-932
-36% -$16.8K ﹤0.01% 593
2022
Q1
$56K Sell
2,593
-175
-6% -$3.78K ﹤0.01% 504
2021
Q4
$119K Buy
2,768
+1,062
+62% +$45.7K ﹤0.01% 423
2021
Q3
$89K Buy
1,706
+272
+19% +$14.2K ﹤0.01% 444
2021
Q2
$97K Buy
+1,434
New +$97K ﹤0.01% 446