Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-62,897
Closed -$165K 2334
2024
Q4
$165K Buy
+62,897
New +$165K 0.01% 1615
2023
Q3
Sell
-14,026
Closed -$21.3K 1508
2023
Q2
$21.3K Buy
14,026
+938
+7% +$1.43K ﹤0.01% 1315
2023
Q1
$22.9K Sell
13,088
-18,343
-58% -$32.1K ﹤0.01% 1206
2022
Q4
$66K Buy
+31,431
New +$66K 0.01% 1027