Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96K Sell
13
-2
-13% -$14.8K 0.01% 474
2025
Q1
$109K Hold
15
0.01% 434
2024
Q4
$123K Hold
15
0.02% 386
2024
Q3
$147K Hold
15
0.02% 362
2024
Q2
$114K Hold
15
0.02% 371
2024
Q1
$122K Buy
+15
New +$122K 0.02% 338
2021
Q4
Sell
-13
Closed -$62K 1097
2021
Q3
$62K Buy
13
+6
+86% +$28.6K 0.02% 356
2021
Q2
$35K Hold
7
0.01% 486
2021
Q1
$32K Buy
+7
New +$32K 0.01% 459