Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-24,974
Closed -$21.8K 2432
2025
Q1
$21.8K Buy
24,974
+7,770
+45% +$6.79K ﹤0.01% 2124
2024
Q4
$18.4K Buy
17,204
+68
+0.4% +$73 ﹤0.01% 2047
2024
Q3
$20K Buy
+17,136
New +$20K ﹤0.01% 1842
2023
Q3
Sell
-4,892
Closed -$14.1K 1603
2023
Q2
$14.1K Buy
+4,892
New +$14.1K ﹤0.01% 1334
2022
Q3
Sell
-3,750
Closed -$57K 1126
2022
Q2
$57K Buy
3,750
+1,075
+40% +$16.3K 0.02% 732
2022
Q1
$59K Buy
+2,675
New +$59K 0.03% 576