Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$154K Sell
24,627
-18,032
-42% -$113K 0.01% 763
2025
Q1
$207K Buy
+42,659
New +$207K 0.01% 619
2021
Q4
Sell
-20,108
Closed -$205K 1118
2021
Q3
$205K Buy
20,108
+976
+5% +$9.95K 0.01% 1234
2021
Q2
$220K Buy
19,132
+7,832
+69% +$90.1K 0.01% 1309
2021
Q1
$107K Buy
+11,300
New +$107K 0.01% 1330