Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-80
Closed -$8K 1192
2025
Q1
$8K Sell
80
-4,030
-98% -$403K ﹤0.01% 1128
2024
Q4
$504K Hold
4,110
0.02% 680
2024
Q3
$524K Buy
+4,110
New +$524K 0.02% 679
2022
Q3
Sell
-3,447
Closed -$124K 1386
2022
Q2
$124K Buy
+3,447
New +$124K ﹤0.01% 1011