Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-147,000
Closed -$35K 1235
2024
Q4
$35K Sell
147,000
-14,600
-9% -$3.48K ﹤0.01% 1168
2024
Q3
$139K Buy
161,600
+50,000
+45% +$43K ﹤0.01% 1120
2024
Q2
$179K Hold
111,600
﹤0.01% 1076
2024
Q1
$221K Hold
111,600
﹤0.01% 1091
2023
Q4
$198K Buy
111,600
+41,600
+59% +$73.6K ﹤0.01% 1136
2023
Q3
$134K Sell
70,000
-50,000
-42% -$95.5K ﹤0.01% 1168
2023
Q2
$252K Buy
120,000
+50,000
+71% +$105K 0.01% 1079
2023
Q1
$157K Buy
+70,000
New +$157K ﹤0.01% 1151