Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,610
Closed -$60K 259
2024
Q4
$60K Buy
+1,610
New +$60K ﹤0.01% 237
2024
Q3
Sell
-1,024
Closed -$40K 251
2024
Q2
$40K Hold
1,024
﹤0.01% 245
2024
Q1
$44K Sell
1,024
-18
-2% -$773 ﹤0.01% 246
2023
Q4
$46K Sell
1,042
-522
-33% -$23K ﹤0.01% 230
2023
Q3
$69K Sell
1,564
-493
-24% -$21.8K 0.01% 191
2023
Q2
$85K Buy
+2,057
New +$85K 0.01% 189
2020
Q1
Sell
-894
Closed -$40K 143
2019
Q4
$40K Buy
+894
New +$40K 0.01% 157