Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,709
Closed -$23K 1642
2024
Q4
$23K Sell
2,709
-3,807
-58% -$32.3K ﹤0.01% 1534
2024
Q3
$111K Sell
6,516
-11,442
-64% -$195K ﹤0.01% 1554
2024
Q2
$374K Buy
+17,958
New +$374K ﹤0.01% 1292