Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-30,000
Closed -$122K 150
2024
Q4
$122K Buy
30,000
+5,993
+25% +$24.3K 0.01% 182
2024
Q3
$99.4K Buy
+24,007
New +$99.4K ﹤0.01% 773
2022
Q2
Sell
-24,935
Closed -$320K 847
2022
Q1
$320K Buy
+24,935
New +$320K 0.01% 809