Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,522
Closed -$80.7K 3126
2025
Q1
$80.7K Sell
11,522
-2,813
-20% -$19.7K ﹤0.01% 1909
2024
Q4
$173K Buy
14,335
+11,487
+403% +$139K 0.01% 1603
2024
Q3
$19.8K Buy
+2,848
New +$19.8K ﹤0.01% 1847
2022
Q3
Sell
-1,324
Closed -$190K 1366
2022
Q2
$190K Buy
+1,324
New +$190K 0.08% 479
2022
Q1
Sell
-504
Closed -$191K 934
2021
Q4
$191K Buy
+504
New +$191K 0.11% 384