Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-28,502
Closed -$16K 1786
2025
Q1
$16K Sell
28,502
-32,219
-53% -$18.1K ﹤0.01% 1135
2024
Q4
$77K Buy
+60,721
New +$77K ﹤0.01% 1077
2023
Q4
Sell
-6,856
Closed -$43K 1812
2023
Q3
$43K Buy
6,856
+6,467
+1,662% +$40.6K ﹤0.01% 924
2023
Q2
$2K Buy
+389
New +$2K ﹤0.01% 1427
2023
Q1
Sell
-602
Closed -$9K 1818
2022
Q4
$9K Sell
602
-217
-26% -$3.24K ﹤0.01% 1395
2022
Q3
$27K Buy
+819
New +$27K ﹤0.01% 1340
2022
Q1
Sell
-2,503
Closed -$363K 1781
2021
Q4
$363K Buy
+2,503
New +$363K 0.04% 520