Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72K Buy
+11,577
New +$72K ﹤0.01% 1082
2024
Q4
Sell
-3,572
Closed -$25K 2031
2024
Q3
$25K Buy
+3,572
New +$25K ﹤0.01% 1106
2024
Q1
Sell
-2,936
Closed -$228K 2064
2023
Q4
$228K Buy
+2,936
New +$228K 0.02% 746
2023
Q2
Sell
-993
Closed -$113K 2008
2023
Q1
$113K Buy
993
+38
+4% +$4.32K 0.01% 939
2022
Q4
$171K Sell
955
-56
-6% -$10K 0.02% 762
2022
Q3
$270K Buy
+1,011
New +$270K 0.02% 706