Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,593
Closed -$215K 229
2024
Q4
$215K Buy
6,593
+639
+11% +$20.9K ﹤0.01% 221
2024
Q3
$214K Buy
5,954
+140
+2% +$5.02K ﹤0.01% 219
2024
Q2
$204K Buy
+5,814
New +$204K ﹤0.01% 215
2022
Q3
Sell
-6,171
Closed -$202K 228
2022
Q2
$202K Hold
6,171
﹤0.01% 197
2022
Q1
$224K Buy
+6,171
New +$224K ﹤0.01% 202