Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-40,059
Closed -$248K 712
2024
Q4
$248K Sell
40,059
-9,941
-20% -$61.5K ﹤0.01% 369
2024
Q3
$342K Buy
+50,000
New +$342K 0.01% 267
2023
Q3
Hold
0
571
2023
Q2
Hold
0
507
2023
Q1
Hold
0
522
2022
Q3
Sell
-2,760
Closed -$25K 652
2022
Q2
$25K Buy
+2,760
New +$25K ﹤0.01% 448
2022
Q1
Sell
-1,300
Closed -$36K 684
2021
Q4
$36K Buy
+1,300
New +$36K ﹤0.01% 524