Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4K Sell
9
-113
-93% -$50.2K ﹤0.01% 232
2025
Q1
$40K Sell
122
-38
-24% -$12.5K 0.02% 183
2024
Q4
$67K Sell
160
-23
-13% -$9.63K 0.02% 268
2024
Q3
$78K Buy
+183
New +$78K 0.01% 282
2023
Q4
Sell
-1
Closed 388
2023
Q3
$0 Buy
+1
New ﹤0.01% 388
2023
Q1
Sell
-458
Closed -$107K 385
2022
Q4
$107K Buy
+458
New +$107K 0.01% 285