Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,000
Closed -$69.6K 533
2024
Q4
$69.6K Hold
10,000
0.01% 367
2024
Q3
$93.9K Hold
10,000
0.01% 353
2024
Q2
$100K Buy
+10,000
New +$100K 0.02% 325
2022
Q2
Sell
-10,270
Closed -$92K 298
2022
Q1
$92K Sell
10,270
-9,070
-47% -$81.3K 0.01% 330
2021
Q4
$203K Buy
+19,340
New +$203K 0.03% 272
2021
Q3
Sell
-4,350
Closed -$41K 324
2021
Q2
$41K Buy
4,350
+350
+9% +$3.3K 0.01% 512
2021
Q1
$36K Buy
+4,000
New +$36K 0.01% 519