Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,547
Closed -$92.1K 1769
2024
Q4
$92.1K Buy
+6,547
New +$92.1K ﹤0.01% 1216
2022
Q4
Sell
-1,300
Closed -$15K 1994
2022
Q3
$15K Sell
1,300
-800
-38% -$9.23K ﹤0.01% 1391
2022
Q2
$24K Buy
2,100
+700
+50% +$8K ﹤0.01% 1427
2022
Q1
$20K Sell
1,400
-600
-30% -$8.57K ﹤0.01% 1363
2021
Q4
$40K Sell
2,000
-600
-23% -$12K ﹤0.01% 1087
2021
Q3
$48K Buy
+2,600
New +$48K ﹤0.01% 1116