Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,791
Closed -$36.4K 1045
2024
Q4
$36.4K Buy
+16,791
New +$36.4K ﹤0.01% 860
2024
Q3
Sell
-113,037
Closed -$227K 1004
2024
Q2
$227K Buy
+113,037
New +$227K ﹤0.01% 770
2023
Q2
Sell
-16,441
Closed -$27.6K 1027
2023
Q1
$27.6K Sell
16,441
-4,717
-22% -$7.92K ﹤0.01% 960
2022
Q4
$37K Buy
+21,158
New +$37K ﹤0.01% 807