Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,405
Closed -$108K 1241
2025
Q1
$108K Sell
12,405
-19,131
-61% -$167K ﹤0.01% 1054
2024
Q4
$393K Buy
+31,536
New +$393K 0.02% 723
2023
Q4
Sell
-11,130
Closed -$110K 939
2023
Q3
$110K Buy
11,130
+1,099
+11% +$10.8K 0.01% 786
2023
Q2
$100K Sell
10,031
-2,099
-17% -$20.9K 0.01% 759
2023
Q1
$117K Buy
+12,130
New +$117K 0.01% 825
2019
Q1
Sell
-70
Closed -$1K 1618
2018
Q4
$1K Buy
+70
New +$1K ﹤0.01% 1737
2018
Q1
$31K Sell
751
-350
-32% -$14.4K 0.01% 748
2017
Q4
$47K Buy
+1,101
New +$47K 0.02% 628