Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$467K Buy
+5,005
New +$467K 0.14% 119
2023
Q3
Sell
-20,406
Closed -$881K 255
2023
Q2
$881K Buy
20,406
+20,354
+39,142% +$879K 0.25% 68
2023
Q1
$1.65K Buy
+52
New +$1.65K ﹤0.01% 262
2022
Q4
Sell
-52
Closed -$1K 434
2022
Q3
$1K Hold
52
﹤0.01% 376
2022
Q2
$1K Hold
52
﹤0.01% 387
2022
Q1
$1K Sell
52
-313
-86% -$6.02K ﹤0.01% 194
2021
Q4
$15K Buy
+365
New +$15K 0.01% 98