Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
3,103
-401
-11% -$29.8K ﹤0.01% 360
2025
Q1
$229K Sell
3,504
-244
-7% -$15.9K ﹤0.01% 339
2024
Q4
$320K Buy
+3,748
New +$320K 0.01% 223
2022
Q1
Sell
-1,177
Closed -$222K 73
2021
Q4
$222K Buy
1,177
+323
+38% +$60.9K ﹤0.01% 71
2021
Q3
$222K Sell
854
-84
-9% -$21.8K ﹤0.01% 71
2021
Q2
$273K Hold
938
﹤0.01% 63
2021
Q1
$228K Buy
+938
New +$228K ﹤0.01% 60