Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,299
Closed -$19K 2276
2024
Q4
$19K Buy
2,299
+442
+24% +$3.65K ﹤0.01% 1995
2024
Q3
$20K Buy
+1,857
New +$20K ﹤0.01% 2014
2024
Q2
Sell
-1,096
Closed -$36K 2028
2024
Q1
$36K Buy
+1,096
New +$36K ﹤0.01% 1849
2023
Q3
Sell
-90
Closed -$15K 2155
2023
Q2
$15K Buy
+90
New +$15K ﹤0.01% 1928