Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,361
Closed -$236K 1495
2025
Q1
$236K Hold
1,361
﹤0.01% 1216
2024
Q4
$268K Buy
1,361
+266
+24% +$52.4K ﹤0.01% 1159
2024
Q3
$221K Sell
1,095
-131
-11% -$26.5K ﹤0.01% 1153
2024
Q2
$205K Sell
1,226
-53
-4% -$8.87K ﹤0.01% 1148
2024
Q1
$204K Buy
+1,279
New +$204K ﹤0.01% 1136
2022
Q3
Sell
-3,939
Closed -$312K 889
2022
Q2
$312K Buy
+3,939
New +$312K ﹤0.01% 636