Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-108,814
Closed -$111K 3426
2024
Q4
$111K Buy
+108,814
New +$111K ﹤0.01% 2891
2023
Q4
Sell
-12,079
Closed -$14.5K 3300
2023
Q3
$14.5K Sell
12,079
-7,600
-39% -$9.12K ﹤0.01% 2808
2023
Q2
$32.5K Sell
19,679
-2,400
-11% -$3.96K ﹤0.01% 2791
2023
Q1
$41.3K Sell
22,079
-116,931
-84% -$219K ﹤0.01% 2706
2022
Q4
$210K Buy
139,010
+127,806
+1,141% +$193K ﹤0.01% 2315
2022
Q3
$7K Buy
+11,204
New +$7K ﹤0.01% 2374