Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,866
Closed -$60.4K 1148
2025
Q1
$60.4K Buy
+15,866
New +$60.4K ﹤0.01% 1072
2024
Q3
Sell
-10,508
Closed -$43.7K 1103
2024
Q2
$43.7K Sell
10,508
-4,502
-30% -$18.7K ﹤0.01% 1026
2024
Q1
$67.5K Buy
15,010
+92
+0.6% +$414 ﹤0.01% 1054
2023
Q4
$135K Sell
14,918
-1,201
-7% -$10.9K ﹤0.01% 1003
2023
Q3
$146K Buy
+16,119
New +$146K ﹤0.01% 940