Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,820
Closed -$102K 1223
2024
Q4
$102K Buy
+14,820
New +$102K 0.01% 1164
2024
Q3
Hold
0
1689
2024
Q2
Sell
-50,195
Closed -$337K 1548
2024
Q1
$337K Sell
50,195
-66,152
-57% -$445K ﹤0.01% 971
2023
Q4
$793K Buy
116,347
+5,565
+5% +$38K ﹤0.01% 705
2023
Q3
$665K Buy
110,782
+44,044
+66% +$264K ﹤0.01% 649
2023
Q2
$402K Buy
+66,738
New +$402K 0.01% 746