Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-92,828
Closed -$281K 2040
2025
Q1
$281K Buy
92,828
+70,315
+312% +$213K 0.02% 692
2024
Q4
$40K Buy
+22,513
New +$40K ﹤0.01% 1191
2022
Q4
Sell
-30,405
Closed -$28K 2145
2022
Q3
$28K Buy
30,405
+17,148
+129% +$15.8K ﹤0.01% 1336
2022
Q2
$35K Sell
13,257
-19,662
-60% -$51.9K ﹤0.01% 1215
2022
Q1
$97K Buy
32,919
+19,782
+151% +$58.3K 0.01% 979
2021
Q4
$82K Buy
+13,137
New +$82K 0.01% 1209