Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,003
Closed -$12K 2134
2024
Q4
$12K Buy
+2,003
New +$12K ﹤0.01% 1373
2023
Q1
Sell
-3,340
Closed -$101K 2175
2022
Q4
$101K Buy
3,340
+37
+1% +$1.12K 0.01% 965
2022
Q3
$89K Sell
3,303
-2,448
-43% -$66K 0.01% 1110
2022
Q2
$118K Buy
+5,751
New +$118K 0.01% 905