Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,654
Closed -$57.3K 765
2025
Q1
$57.3K Buy
+12,654
New +$57.3K ﹤0.01% 662
2022
Q4
Sell
-61,500
Closed -$162K 557
2022
Q3
$162K Buy
61,500
+20,000
+48% +$52.7K 0.01% 445
2022
Q2
$105K Sell
41,500
-1,100
-3% -$2.78K 0.01% 449
2022
Q1
$149K Sell
42,600
-900
-2% -$3.15K 0.01% 538
2021
Q4
$310K Buy
+43,500
New +$310K 0.02% 388