Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,088
Closed -$462K 1185
2024
Q4
$462K Sell
16,088
-380
-2% -$10.9K ﹤0.01% 886
2024
Q3
$489K Buy
16,468
+2,827
+21% +$83.9K ﹤0.01% 893
2024
Q2
$460K Buy
13,641
+446
+3% +$15K ﹤0.01% 877
2024
Q1
$477K Sell
13,195
-800
-6% -$28.9K ﹤0.01% 875
2023
Q4
$457K Buy
+13,995
New +$457K ﹤0.01% 880
2013
Q3
Sell
-33,100
Closed -$331K 766
2013
Q2
$331K Buy
+33,100
New +$331K 0.01% 568