Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,648
Closed -$23K 1629
2024
Q4
$23K Buy
+3,648
New +$23K ﹤0.01% 1638
2024
Q3
Sell
-22,996
Closed -$63.7K 1397
2024
Q2
$63.7K Buy
22,996
+5,399
+31% +$15K ﹤0.01% 1355
2024
Q1
$49.6K Buy
17,597
+5,386
+44% +$15.2K ﹤0.01% 1361
2023
Q4
$53.4K Buy
12,211
+332
+3% +$1.45K ﹤0.01% 1246
2023
Q3
$27.9K Buy
+11,879
New +$27.9K ﹤0.01% 1201