Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-68,435
Closed -$43.7K 759
2025
Q1
$43.7K Buy
68,435
+14,930
+28% +$9.54K ﹤0.01% 1662
2024
Q4
$86.1K Buy
+53,505
New +$86.1K ﹤0.01% 1515
2023
Q2
Sell
-14,737
Closed -$240K 1064
2023
Q1
$240K Sell
14,737
-352
-2% -$5.74K 0.01% 892
2022
Q4
$381K Buy
+15,089
New +$381K 0.01% 723
2021
Q4
Sell
-5,972
Closed -$406K 720
2021
Q3
$406K Buy
+5,972
New +$406K 0.01% 486