Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-30,000
Closed -$44.7K 393
2024
Q4
$44.7K Hold
30,000
﹤0.01% 367
2024
Q3
$63.3K Buy
+30,000
New +$63.3K 0.01% 356
2024
Q2
Sell
-42,100
Closed -$123K 335
2024
Q1
$123K Hold
42,100
0.02% 294
2023
Q4
$123K Buy
42,100
+1,250
+3% +$3.65K 0.02% 294
2023
Q3
$44K Buy
+40,850
New +$44K 0.01% 285
2023
Q1
Sell
-34,100
Closed -$15K 259
2022
Q4
$15K Hold
34,100
﹤0.01% 255
2022
Q3
$36K Buy
34,100
+1,000
+3% +$1.06K 0.01% 228
2022
Q2
$37K Buy
+33,100
New +$37K 0.01% 216