Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-22,909
Closed -$119K 1643
2024
Q4
$119K Sell
22,909
-6,777
-23% -$35.3K ﹤0.01% 1643
2024
Q3
$186K Buy
29,686
+23
+0.1% +$144 ﹤0.01% 1785
2024
Q2
$174K Buy
29,663
+40
+0.1% +$235 ﹤0.01% 1782
2024
Q1
$199K Sell
29,623
-594
-2% -$4K ﹤0.01% 1795
2023
Q4
$238K Buy
+30,217
New +$238K ﹤0.01% 1754