Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$49K Sell
29,903
-26,034
-47% -$42.7K ﹤0.01% 1997
2025
Q1
$117K Buy
+55,937
New +$117K ﹤0.01% 1897
2023
Q3
Sell
-4,534
Closed -$25K 2151
2023
Q2
$25K Buy
+4,534
New +$25K ﹤0.01% 1879
2022
Q2
Sell
-1,757
Closed -$51K 2819
2022
Q1
$51K Buy
+1,757
New +$51K ﹤0.01% 2469
2021
Q4
Sell
-4,243
Closed -$551K 2862
2021
Q3
$551K Buy
+4,243
New +$551K ﹤0.01% 1706
2021
Q2
Sell
-2,385
Closed -$844K 2719
2021
Q1
$844K Buy
2,385
+1,280
+116% +$453K 0.01% 1160
2020
Q4
$228K Buy
+1,105
New +$228K ﹤0.01% 1374