Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
744
2024
Q4
Hold
0
595
2024
Q3
Sell
-25,000
Closed -$133K 554
2024
Q2
$133K Buy
25,000
+1,000
+4% +$5.32K 0.03% 110
2024
Q1
$120K Buy
+24,000
New +$120K 0.02% 90
2023
Q1
Sell
-11,359
Closed -$76K 795
2022
Q4
$76K Buy
+11,359
New +$76K ﹤0.01% 445