Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-31,361
Closed -$69.3K 5804
2024
Q4
$69.3K Buy
+31,361
New +$69.3K ﹤0.01% 5423
2024
Q3
Hold
0
6048
2024
Q2
Hold
0
6170
2024
Q1
Hold
0
5895
2023
Q4
Sell
-19,228
Closed -$135K 5787
2023
Q3
$135K Sell
19,228
-5,815
-23% -$40.8K ﹤0.01% 4548
2023
Q2
$231K Buy
+25,043
New +$231K ﹤0.01% 4475
2022
Q3
Sell
-12,663
Closed -$86K 5878
2022
Q2
$86K Buy
+12,663
New +$86K ﹤0.01% 4793
2015
Q1
Sell
-43,860
Closed -$102K 2215
2014
Q4
$102K Sell
43,860
-9,700
-18% -$22.6K ﹤0.01% 1686
2014
Q3
$70K Buy
+53,560
New +$70K ﹤0.01% 2053