Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17K Buy
+208
New +$17K ﹤0.01% 1726
2025
Q1
Sell
-653
Closed -$65.6K 1788
2024
Q4
$65.6K Buy
+653
New +$65.6K 0.01% 1318
2023
Q4
Sell
-450
Closed -$28.5K 1750
2023
Q3
$28.5K Sell
450
-2,420
-84% -$154K 0.01% 1446
2023
Q2
$177K Buy
+2,870
New +$177K 0.05% 456
2022
Q3
Sell
-480
Closed -$27K 1812
2022
Q2
$27K Buy
480
+154
+47% +$8.66K 0.02% 1320
2022
Q1
$23K Buy
+326
New +$23K 0.01% 1398