Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,533
Closed -$136K 717
2024
Q4
$136K Hold
10,533
0.01% 693
2024
Q3
$134K Sell
10,533
-3,800
-27% -$48.5K 0.01% 713
2024
Q2
$202K Buy
+14,333
New +$202K 0.01% 668
2021
Q4
Sell
-8,684
Closed -$465K 562
2021
Q3
$465K Buy
8,684
+4,521
+109% +$242K 0.04% 378
2021
Q2
$252K Sell
4,163
-42
-1% -$2.54K 0.02% 472
2021
Q1
$266K Buy
+4,205
New +$266K 0.03% 418