Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-38,288
Closed -$379K 2195
2024
Q4
$379K Sell
38,288
-24,659
-39% -$244K ﹤0.01% 1619
2024
Q3
$268K Hold
62,947
﹤0.01% 1587
2024
Q2
$286K Hold
62,947
﹤0.01% 1483
2024
Q1
$290K Buy
+62,947
New +$290K ﹤0.01% 1548
2022
Q1
Sell
-1,512
Closed -$39K 1648
2021
Q4
$39K Buy
+1,512
New +$39K ﹤0.01% 1607