Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,097
Closed -$44K 835
2024
Q4
$44K Buy
+2,097
New +$44K ﹤0.01% 611
2024
Q2
Sell
-990
Closed -$17K 741
2024
Q1
$17K Buy
+990
New +$17K ﹤0.01% 564
2022
Q3
Sell
-2,080
Closed -$34K 834
2022
Q2
$34K Sell
2,080
-12,205
-85% -$200K 0.01% 466
2022
Q1
$293K Hold
14,285
0.06% 146
2021
Q4
$360K Buy
14,285
+13,645
+2,132% +$344K 0.06% 147
2021
Q3
$14K Hold
640
﹤0.01% 658
2021
Q2
$12K Hold
640
﹤0.01% 710
2021
Q1
$13K Hold
640
﹤0.01% 731
2020
Q4
$12K Sell
640
-7,110
-92% -$133K ﹤0.01% 552
2020
Q3
$116K Buy
+7,750
New +$116K 0.01% 248