Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Buy
+12,690
New +$119K ﹤0.01% 1846
2023
Q2
Sell
-18,835
Closed -$136K 1910
2023
Q1
$136K Sell
18,835
-4,881
-21% -$35.3K 0.03% 1041
2022
Q4
$222K Sell
23,716
-16,828
-42% -$157K 0.05% 779
2022
Q3
$400K Buy
+40,544
New +$400K 0.1% 342