Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,688
Closed -$4K 2842
2025
Q1
$4K Buy
+10,688
New +$4K ﹤0.01% 2182
2023
Q1
Sell
-21,376
Closed -$106K 2667
2022
Q4
$106K Sell
21,376
-79,162
-79% -$393K ﹤0.01% 1871
2022
Q3
$501K Buy
100,538
+560
+0.6% +$2.79K 0.01% 1443
2022
Q2
$492K Sell
99,978
-1,698
-2% -$8.36K 0.01% 1578
2022
Q1
$498K Sell
101,676
-600
-0.6% -$2.94K ﹤0.01% 1572
2021
Q4
$498K Buy
+102,276
New +$498K ﹤0.01% 1605