Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-29,296
Closed -$75K 1630
2024
Q4
$75K Buy
29,296
+17,663
+152% +$45.2K ﹤0.01% 1085
2024
Q3
$18K Buy
+11,633
New +$18K ﹤0.01% 1138
2024
Q1
Sell
-1,454
Closed -$6K 1680
2023
Q4
$6K Buy
+1,454
New +$6K ﹤0.01% 1455
2023
Q3
Sell
-1,801
Closed -$15K 1534
2023
Q2
$15K Buy
+1,801
New +$15K ﹤0.01% 1306