Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,791
Closed -$42.6K 480
2024
Q4
$42.6K Buy
14,791
+172
+1% +$495 ﹤0.01% 439
2024
Q3
$51.2K Buy
14,619
+1,243
+9% +$4.35K ﹤0.01% 439
2024
Q2
$44.1K Buy
+13,376
New +$44.1K ﹤0.01% 391
2022
Q2
Sell
-18,329
Closed -$94K 230
2022
Q1
$94K Buy
18,329
+1,052
+6% +$5.4K 0.02% 224
2021
Q4
$67K Buy
17,277
+1,598
+10% +$6.2K 0.01% 211
2021
Q3
$61K Buy
+15,679
New +$61K 0.01% 205