Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-774
Closed -$52.5K 1834
2024
Q4
$52.5K Buy
+774
New +$52.5K 0.01% 1402
2024
Q3
Sell
-1,390
Closed -$84.4K 1880
2024
Q2
$84.4K Buy
+1,390
New +$84.4K 0.01% 1126
2022
Q2
Sell
-288
Closed -$21K 2117
2022
Q1
$21K Sell
288
-762
-73% -$55.6K 0.01% 1423
2021
Q4
$68K Buy
+1,050
New +$68K 0.03% 925