Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,559
Closed -$30.9K 1555
2025
Q1
$30.9K Sell
10,559
-19,345
-65% -$56.7K ﹤0.01% 1031
2024
Q4
$156K Sell
29,904
-368
-1% -$1.91K 0.02% 863
2024
Q3
$91.7K Buy
30,272
+2,270
+8% +$6.88K ﹤0.01% 1057
2024
Q2
$86.5K Sell
28,002
-7,820
-22% -$24.2K ﹤0.01% 1084
2024
Q1
$104K Buy
+35,822
New +$104K ﹤0.01% 994
2022
Q3
Sell
-12,632
Closed -$29K 1432
2022
Q2
$29K Buy
+12,632
New +$29K ﹤0.01% 952