Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-46,720
Closed -$11K 2655
2025
Q1
$11K Buy
46,720
+29,644
+174% +$6.98K ﹤0.01% 2112
2024
Q4
$14K Buy
17,076
+1,536
+10% +$1.26K ﹤0.01% 2039
2024
Q3
$5K Buy
+15,540
New +$5K ﹤0.01% 2093
2021
Q4
Sell
-1,715
Closed -$183K 3202
2021
Q3
$183K Sell
1,715
-361
-17% -$38.5K ﹤0.01% 2462
2021
Q2
$278K Buy
+2,076
New +$278K ﹤0.01% 2100