Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,080
Closed -$53K 2941
2024
Q4
$53K Buy
+14,080
New +$53K ﹤0.01% 1889
2023
Q3
Sell
-12,658
Closed -$113K 2666
2023
Q2
$113K Sell
12,658
-1,171
-8% -$10.5K ﹤0.01% 1757
2023
Q1
$169K Buy
+13,829
New +$169K ﹤0.01% 1780