Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29K Buy
+1,862
New +$29K ﹤0.01% 1111
2022
Q4
Sell
-7,155
Closed -$94K 1294
2022
Q3
$94K Buy
7,155
+34
+0.5% +$447 ﹤0.01% 1084
2022
Q2
$95K Buy
7,121
+2,920
+70% +$39K ﹤0.01% 1054
2022
Q1
$161K Buy
4,201
+977
+30% +$37.4K 0.01% 992
2021
Q4
$138K Sell
3,224
-569
-15% -$24.4K ﹤0.01% 965
2021
Q3
$203K Sell
3,793
-504
-12% -$27K 0.01% 832
2021
Q2
$260K Buy
+4,297
New +$260K 0.01% 803