Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,646
Closed -$176K 1605
2024
Q4
$176K Sell
13,646
-449
-3% -$5.79K ﹤0.01% 1363
2024
Q3
$180K Sell
14,095
-9,090
-39% -$116K ﹤0.01% 1336
2024
Q2
$327K Buy
23,185
+690
+3% +$9.73K 0.01% 1098
2024
Q1
$435K Buy
22,495
+5,895
+36% +$114K 0.01% 875
2023
Q4
$249K Sell
16,600
-3,788
-19% -$56.8K 0.01% 1106
2023
Q3
$215K Buy
+20,388
New +$215K 0.01% 1072