Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,207
Closed -$67.6K 1364
2025
Q1
$67.6K Buy
+10,207
New +$67.6K ﹤0.01% 240
2024
Q2
Sell
-3,600
Closed -$29.5K 712
2024
Q1
$29.5K Buy
+3,600
New +$29.5K ﹤0.01% 242
2023
Q3
Sell
-9,700
Closed -$65.3K 356
2023
Q2
$65.3K Buy
9,700
+9,100
+1,517% +$61.2K ﹤0.01% 139
2023
Q1
$4.24K Buy
+600
New +$4.24K ﹤0.01% 202
2022
Q3
Sell
-1,700
Closed -$12K 271
2022
Q2
$12K Buy
+1,700
New +$12K ﹤0.01% 124
2022
Q1
Sell
-5,210
Closed -$24K 746
2021
Q4
$24K Hold
5,210
﹤0.01% 386
2021
Q3
$24K Buy
+5,210
New +$24K ﹤0.01% 279