Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,124
Closed -$92.9K 3546
2024
Q4
$92.9K Buy
+12,124
New +$92.9K ﹤0.01% 3201
2024
Q1
Sell
-19,017
Closed -$97.4K 3208
2023
Q4
$97.4K Sell
19,017
-3,821
-17% -$19.6K ﹤0.01% 2858
2023
Q3
$57.6K Buy
22,838
+4,477
+24% +$11.3K ﹤0.01% 2752
2023
Q2
$37.5K Buy
18,361
+6,423
+54% +$13.1K ﹤0.01% 2741
2023
Q1
$24K Sell
11,938
-2,539
-18% -$5.1K ﹤0.01% 2714
2022
Q4
$30K Buy
+14,477
New +$30K ﹤0.01% 2659