Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.5K Sell
11,057
-35,195
-76% -$138K ﹤0.01% 1140
2025
Q1
$199K Buy
46,252
+35,853
+345% +$155K ﹤0.01% 1056
2024
Q4
$37.6K Buy
+10,399
New +$37.6K ﹤0.01% 1433
2023
Q2
Hold
0
2228
2023
Q1
Hold
0
2230
2022
Q2
Sell
-3,316
Closed -$53K 2479
2022
Q1
$53K Sell
3,316
-2,933
-47% -$46.9K ﹤0.01% 1420
2021
Q4
$213K Buy
+6,249
New +$213K ﹤0.01% 1297
2021
Q3
Sell
-2,806
Closed -$220K 2812
2021
Q2
$220K Buy
+2,806
New +$220K ﹤0.01% 1432