Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Buy
+4,109
New +$214K ﹤0.01% 1737
2025
Q1
Sell
-6,524
Closed -$353K 3185
2024
Q4
$353K Sell
6,524
-9,260
-59% -$501K ﹤0.01% 1434
2024
Q3
$956K Buy
+15,784
New +$956K ﹤0.01% 1167
2023
Q2
Sell
-10,246
Closed -$584K 3097
2023
Q1
$584K Buy
10,246
+4,314
+73% +$246K 0.01% 1169
2022
Q4
$304K Sell
5,932
-11,141
-65% -$571K ﹤0.01% 1566
2022
Q3
$793K Buy
+17,073
New +$793K 0.01% 1025
2022
Q2
Sell
-5,618
Closed -$280K 3562
2022
Q1
$280K Buy
+5,618
New +$280K ﹤0.01% 2056
2020
Q4
Sell
-7,604
Closed -$293K 2423
2020
Q3
$293K Buy
+7,604
New +$293K 0.01% 1079