Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,671
Closed -$70.8K 1498
2025
Q1
$70.8K Buy
1,671
+43
+3% +$1.82K ﹤0.01% 836
2024
Q4
$71K Sell
1,628
-1
-0.1% -$44 ﹤0.01% 802
2024
Q3
$73.6K Buy
1,629
+11
+0.7% +$497 ﹤0.01% 804
2024
Q2
$94.2K Sell
1,618
-65
-4% -$3.78K ﹤0.01% 825
2024
Q1
$89.8K Buy
+1,683
New +$89.8K ﹤0.01% 728
2022
Q2
Sell
-5,830
Closed -$203K 460
2022
Q1
$203K Sell
5,830
-1,818
-24% -$63.3K ﹤0.01% 435
2021
Q4
$313K Buy
+7,648
New +$313K 0.01% 295