Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,866
Closed -$231K 3541
2024
Q4
$231K Sell
6,866
-70
-1% -$2.35K ﹤0.01% 2881
2024
Q3
$219K Sell
6,936
-536
-7% -$16.9K ﹤0.01% 2865
2024
Q2
$235K Sell
7,472
-2,518
-25% -$79.2K ﹤0.01% 2650
2024
Q1
$373K Buy
9,990
+3,313
+50% +$124K ﹤0.01% 2256
2023
Q4
$225K Sell
6,677
-4,010
-38% -$135K ﹤0.01% 2596
2023
Q3
$340K Buy
+10,687
New +$340K ﹤0.01% 2050