Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,756
Closed -$17K 1670
2024
Q4
$17K Sell
10,756
-10,671
-50% -$16.9K ﹤0.01% 1320
2024
Q3
$43K Buy
+21,427
New +$43K ﹤0.01% 1041
2023
Q2
Sell
-16,796
Closed -$34K 1743
2023
Q1
$34K Buy
+16,796
New +$34K ﹤0.01% 1161
2022
Q1
Sell
-13,052
Closed -$85K 1736
2021
Q4
$85K Buy
+13,052
New +$85K 0.01% 1193