Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,500
Closed -$9K 1406
2025
Q1
$9K Sell
3,500
-1,744
-33% -$4.49K ﹤0.01% 1188
2024
Q4
$12K Sell
5,244
-3,800
-42% -$8.7K ﹤0.01% 1364
2024
Q3
$22K Buy
9,044
+6,415
+244% +$15.6K ﹤0.01% 1116
2024
Q2
$11K Buy
+2,629
New +$11K ﹤0.01% 1119
2023
Q4
Sell
-449
Closed -$7K 1531
2023
Q3
$7K Buy
+449
New +$7K ﹤0.01% 1128
2023
Q2
Sell
-551
Closed -$12K 1470
2023
Q1
$12K Buy
+551
New +$12K ﹤0.01% 1323