Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-56
Closed -$35.2K 259
2024
Q4
$35.2K Buy
+56
New +$35.2K 0.01% 198
2023
Q4
Sell
-1,833
Closed -$937K 108
2023
Q3
$937K Hold
1,833
0.31% 61
2023
Q2
$840K Hold
1,833
0.25% 72
2023
Q1
$817K Buy
1,833
+900
+96% +$401K 0.17% 85
2022
Q4
$363K Buy
+933
New +$363K 0.11% 121