Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Buy
+17,582
New +$102K ﹤0.01% 1900
2025
Q1
Sell
-3,365
Closed -$21K 3198
2024
Q4
$21K Buy
+3,365
New +$21K ﹤0.01% 1987
2024
Q2
Sell
-7,752
Closed -$54K 2984
2024
Q1
$54K Sell
7,752
-797
-9% -$5.55K ﹤0.01% 1809
2023
Q4
$61K Buy
+8,549
New +$61K ﹤0.01% 1769
2023
Q3
Sell
-6,419
Closed -$76K 2885
2023
Q2
$76K Buy
+6,419
New +$76K ﹤0.01% 1802
2022
Q1
Sell
-2,414
Closed -$142K 3604
2021
Q4
$142K Buy
+2,414
New +$142K ﹤0.01% 2379
2021
Q3
Sell
-4,464
Closed -$360K 3540
2021
Q2
$360K Buy
4,464
+3,107
+229% +$251K ﹤0.01% 1942
2021
Q1
$146K Buy
+1,357
New +$146K ﹤0.01% 2161