Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103 Sell
34
-77
-69% -$233 ﹤0.01% 1943
2025
Q1
$334 Sell
111
-127
-53% -$382 ﹤0.01% 1814
2024
Q4
$771 Buy
+238
New +$771 ﹤0.01% 1843
2023
Q4
Sell
-201
Closed -$2.07K 3436
2023
Q3
$2.07K Hold
201
﹤0.01% 1618
2023
Q2
$1.31K Sell
201
-8
-4% -$52 ﹤0.01% 1565
2023
Q1
$3.29K Sell
209
-1,982
-90% -$31.2K ﹤0.01% 1502
2022
Q4
$29.1K Sell
2,191
-252
-10% -$3.35K ﹤0.01% 1218
2022
Q3
$88K Hold
2,443
﹤0.01% 1046
2022
Q2
$135K Sell
2,443
-74
-3% -$4.09K ﹤0.01% 984
2022
Q1
$226K Sell
2,517
-4,984
-66% -$448K ﹤0.01% 995
2021
Q4
$709K Buy
7,501
+4,005
+115% +$379K ﹤0.01% 768
2021
Q3
$486K Buy
+3,496
New +$486K ﹤0.01% 836
2021
Q2
Sell
-3,264
Closed -$971K 3152
2021
Q1
$971K Buy
+3,264
New +$971K ﹤0.01% 563