Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-62,102
Closed -$394K 6019
2025
Q1
$394K Buy
+62,102
New +$394K ﹤0.01% 4204
2024
Q4
Hold
0
6120
2023
Q2
Sell
-9,857
Closed -$144K 5901
2023
Q1
$144K Buy
9,857
+6,612
+204% +$96.7K ﹤0.01% 4760
2022
Q4
$36.6K Buy
+3,245
New +$36.6K ﹤0.01% 5378
2022
Q1
Sell
-1,407
Closed -$64K 6462
2021
Q4
$64K Sell
1,407
-130,835
-99% -$5.95M ﹤0.01% 6083
2021
Q3
$11M Buy
+132,242
New +$11M ﹤0.01% 1355