Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$265K Buy
17,410
+1,620
+10% +$24.7K ﹤0.01% 1680
2024
Q4
$231K Sell
15,790
-10,246
-39% -$150K ﹤0.01% 1686
2024
Q3
$416K Sell
26,036
-4,198
-14% -$67K ﹤0.01% 1401
2024
Q2
$575K Buy
+30,234
New +$575K 0.01% 1228
2020
Q3
Sell
-1,038
Closed -$13K 1487
2020
Q2
$13K Buy
1,038
+403
+63% +$5.05K ﹤0.01% 1104
2020
Q1
$6K Sell
635
-340
-35% -$3.21K ﹤0.01% 1243
2019
Q4
$24K Buy
+975
New +$24K ﹤0.01% 730