Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,410
Closed -$64K 2123
2025
Q1
$64K Sell
6,410
-5,610
-47% -$56K 0.01% 1345
2024
Q4
$107K Buy
+12,020
New +$107K 0.01% 1150
2022
Q3
Sell
-959
Closed -$14K 1958
2022
Q2
$14K Buy
+959
New +$14K 0.01% 1579