Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
29,332
+18,996
+184% +$179K ﹤0.01% 1612
2025
Q1
$96K Buy
+10,336
New +$96K ﹤0.01% 1924
2023
Q4
Sell
-22,626
Closed -$243K 2815
2023
Q3
$243K Sell
22,626
-10,768
-32% -$116K ﹤0.01% 1557
2023
Q2
$307K Buy
+33,394
New +$307K ﹤0.01% 1465
2022
Q3
Sell
-12,306
Closed -$116K 3305
2022
Q2
$116K Sell
12,306
-1,506
-11% -$14.2K ﹤0.01% 2321
2022
Q1
$160K Buy
+13,812
New +$160K ﹤0.01% 2283
2021
Q4
Sell
-10,015
Closed -$100K 3719
2021
Q3
$100K Buy
+10,015
New +$100K ﹤0.01% 2632
2019
Q2
Sell
-26,720
Closed -$316K 876
2019
Q1
$316K Buy
+26,720
New +$316K 0.05% 255