Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,662
Closed -$36.1K 4832
2024
Q4
$36.1K Sell
9,662
-8,849
-48% -$33.1K ﹤0.01% 4319
2024
Q3
$70.5K Buy
+18,511
New +$70.5K ﹤0.01% 4133
2021
Q3
Sell
-1
Closed 5109
2021
Q2
$0 Sell
1
-148
-99% ﹤0.01% 5474
2021
Q1
$2K Sell
149
-101
-40% -$1.36K ﹤0.01% 5373
2020
Q4
$3K Buy
+250
New +$3K ﹤0.01% 5069