Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,469
Closed -$34.7K 1747
2024
Q4
$34.7K Buy
+2,469
New +$34.7K ﹤0.01% 1491
2023
Q2
Sell
-232
Closed -$5.46K 1679
2023
Q1
$5.46K Sell
232
-34
-13% -$800 ﹤0.01% 1515
2022
Q4
$6.72K Buy
+266
New +$6.72K ﹤0.01% 1481
2022
Q1
Sell
-1,304
Closed -$64K 1920
2021
Q4
$64K Sell
1,304
-1,053
-45% -$51.7K 0.03% 962
2021
Q3
$111K Sell
2,357
-1,955
-45% -$92.1K 0.07% 388
2021
Q2
$238K Buy
+4,312
New +$238K 0.15% 148