Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-826
Closed -$30K 2136
2024
Q4
$30K Buy
+826
New +$30K ﹤0.01% 1238
2024
Q2
Sell
-17
Closed -$20K 1965
2024
Q1
$20K Buy
+17
New +$20K ﹤0.01% 1169
2022
Q4
Sell
-6
Closed -$127K 2215
2022
Q3
$127K Buy
+6
New +$127K 0.01% 1021