Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-210
Closed -$15.2K 1447
2025
Q1
$15.2K Sell
210
-515
-71% -$37.3K ﹤0.01% 1152
2024
Q4
$50.7K Sell
725
-1,013
-58% -$70.8K ﹤0.01% 871
2024
Q3
$180K Sell
1,738
-74
-4% -$7.64K ﹤0.01% 608
2024
Q2
$208K Buy
1,812
+96
+6% +$11K ﹤0.01% 602
2024
Q1
$193K Buy
+1,716
New +$193K ﹤0.01% 533
2022
Q2
Sell
-2,539
Closed -$315K 457
2022
Q1
$315K Sell
2,539
-354
-12% -$43.9K 0.01% 336
2021
Q4
$452K Buy
+2,893
New +$452K 0.01% 241