Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,226
Closed -$65K 2046
2025
Q1
$65K Buy
14,226
+2,230
+19% +$10.2K ﹤0.01% 978
2024
Q4
$76K Buy
11,996
+1,125
+10% +$7.13K ﹤0.01% 1082
2024
Q3
$62K Buy
+10,871
New +$62K ﹤0.01% 980
2023
Q2
Sell
-12,418
Closed -$48K 2061
2023
Q1
$48K Buy
+12,418
New +$48K 0.01% 1105
2017
Q4
Sell
-17,563
Closed -$149K 3028
2017
Q3
$149K Buy
+17,563
New +$149K 0.01% 1963