Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,104
Closed -$6K 2853
2025
Q1
$6K Sell
12,104
-11,823
-49% -$5.86K ﹤0.01% 2161
2024
Q4
$30K Buy
+23,927
New +$30K ﹤0.01% 1947
2024
Q2
Sell
-19,741
Closed -$24K 2522
2024
Q1
$24K Buy
+19,741
New +$24K ﹤0.01% 1878
2021
Q3
Sell
-2,442
Closed -$734K 3277
2021
Q2
$734K Buy
2,442
+59
+2% +$17.7K 0.01% 1381
2021
Q1
$714K Buy
+2,383
New +$714K 0.01% 1353