Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-58,175
Closed -$125K 3368
2025
Q1
$125K Buy
+58,175
New +$125K ﹤0.01% 1888
2024
Q3
Sell
-30,443
Closed -$20K 3047
2024
Q2
$20K Buy
+30,443
New +$20K ﹤0.01% 1760
2023
Q3
Sell
-115,299
Closed -$496K 2948
2023
Q2
$496K Buy
115,299
+55,759
+94% +$240K ﹤0.01% 1252
2023
Q1
$229K Buy
+59,540
New +$229K ﹤0.01% 1701