Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$112K Buy
+16,492
New +$112K ﹤0.01% 1860
2023
Q4
Sell
-11,822
Closed -$60.3K 2086
2023
Q3
$60.3K Buy
+11,822
New +$60.3K 0.01% 1255
2022
Q3
Sell
-1,769
Closed -$44K 1357
2022
Q2
$44K Buy
+1,769
New +$44K 0.02% 754
2022
Q1
Sell
-1,625
Closed -$242K 924
2021
Q4
$242K Buy
+1,625
New +$242K 0.14% 292