Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39K Sell
778
-1,754
-69% -$88K ﹤0.01% 984
2025
Q1
$119K Sell
2,532
-1,011
-29% -$47.7K ﹤0.01% 759
2024
Q4
$187K Hold
3,543
0.01% 789
2024
Q3
$197K Buy
+3,543
New +$197K 0.01% 726
2023
Q4
Sell
-9,743
Closed -$629K 683
2023
Q3
$629K Buy
+9,743
New +$629K 0.07% 185
2022
Q2
Sell
-555
Closed -$69K 344
2022
Q1
$69K Buy
555
+29
+6% +$3.61K 0.01% 332
2021
Q4
$116K Sell
526
-1,145
-69% -$253K 0.01% 301
2021
Q3
$348K Buy
+1,671
New +$348K 0.03% 254