Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$160K Buy
+31,718
New +$160K ﹤0.01% 1183
2023
Q3
Sell
-11,715
Closed -$40.2K 1107
2023
Q2
$40.2K Hold
11,715
﹤0.01% 1159
2023
Q1
$35.3K Hold
11,715
﹤0.01% 1132
2022
Q4
$37.7K Buy
11,715
+1,141
+11% +$3.67K ﹤0.01% 1114
2022
Q3
$27K Buy
10,574
+29
+0.3% +$74 ﹤0.01% 1097
2022
Q2
$26K Sell
10,545
-661
-6% -$1.63K ﹤0.01% 1108
2022
Q1
$39K Buy
+11,206
New +$39K ﹤0.01% 1014