Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,020
Closed -$141K 1591
2025
Q1
$141K Buy
+9,020
New +$141K 0.01% 356
2024
Q1
Sell
-10,999
Closed -$195K 917
2023
Q4
$195K Sell
10,999
-1,278
-10% -$22.7K ﹤0.01% 779
2023
Q3
$197K Sell
12,277
-2,473
-17% -$39.6K ﹤0.01% 753
2023
Q2
$243K Buy
14,750
+1,429
+11% +$23.6K ﹤0.01% 750
2023
Q1
$202K Buy
13,321
+223
+2% +$3.39K ﹤0.01% 880
2022
Q4
$179K Buy
+13,098
New +$179K ﹤0.01% 921