Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-62,259
Closed -$137K 96
2024
Q4
$137K Sell
62,259
-36,130
-37% -$79.5K 0.06% 43
2024
Q3
$134K Hold
98,389
0.04% 57
2024
Q2
$118K Hold
98,389
0.02% 42
2024
Q1
$133K Hold
98,389
0.01% 45
2023
Q4
$192K Hold
98,389
0.03% 34
2023
Q3
$170K Hold
98,389
0.02% 32
2023
Q2
$209K Sell
98,389
-105
-0.1% -$223 0.03% 33
2023
Q1
$189K Buy
98,494
+105
+0.1% +$201 0.03% 26
2022
Q4
$169K Hold
98,389
0.02% 35
2022
Q3
$216K Buy
+98,389
New +$216K 0.06% 39