Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,739
Closed -$38K 1421
2024
Q4
$38K Sell
13,739
-900
-6% -$2.49K ﹤0.01% 1195
2024
Q3
$48K Buy
+14,639
New +$48K ﹤0.01% 1017
2022
Q4
Sell
-705
Closed -$6K 1667
2022
Q3
$6K Buy
+705
New +$6K ﹤0.01% 1568