Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,524
Closed -$51.1K 3681
2025
Q1
$51.1K Sell
10,524
-707
-6% -$3.44K ﹤0.01% 3311
2024
Q4
$86.5K Sell
11,231
-644
-5% -$4.96K ﹤0.01% 3212
2024
Q3
$75.8K Sell
11,875
-1,900
-14% -$12.1K ﹤0.01% 3137
2024
Q2
$74.4K Sell
13,775
-393
-3% -$2.12K ﹤0.01% 3002
2024
Q1
$97.3K Buy
14,168
+2,677
+23% +$18.4K ﹤0.01% 2937
2023
Q4
$62.9K Buy
+11,491
New +$62.9K ﹤0.01% 2919
2016
Q4
Sell
-18,108
Closed -$128K 760
2016
Q3
$128K Buy
+18,108
New +$128K 0.01% 594