Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Buy
+83,616
New +$305K ﹤0.01% 567
2024
Q1
Hold
0
1847
2023
Q4
Hold
0
1950
2023
Q3
Sell
-10,369
Closed -$41.5K 1934
2023
Q2
$41.5K Sell
10,369
-205
-2% -$820 ﹤0.01% 987
2023
Q1
$82.4K Sell
10,574
-73,967
-87% -$576K ﹤0.01% 1009
2022
Q4
$378K Buy
84,541
+68,885
+440% +$308K ﹤0.01% 777
2022
Q3
$124K Sell
15,656
-15,542
-50% -$123K ﹤0.01% 1256
2022
Q2
$187K Buy
+31,198
New +$187K ﹤0.01% 1153