Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Buy
+15,508
New +$116K ﹤0.01% 4852
2024
Q1
Sell
-18,208
Closed -$84.5K 4869
2023
Q4
$84.5K Sell
18,208
-39,559
-68% -$184K ﹤0.01% 4488
2023
Q3
$407K Sell
57,767
-654
-1% -$4.61K ﹤0.01% 3966
2023
Q2
$468K Sell
58,421
-99,360
-63% -$796K ﹤0.01% 4015
2023
Q1
$1.18M Buy
157,781
+49,609
+46% +$371K ﹤0.01% 3553
2022
Q4
$540K Buy
108,172
+57,790
+115% +$288K ﹤0.01% 4054
2022
Q3
$317K Buy
+50,382
New +$317K ﹤0.01% 4522