Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-24,411
Closed -$104K 2177
2024
Q4
$104K Buy
24,411
+13,225
+118% +$56.1K ﹤0.01% 1414
2024
Q3
$37.1K Buy
+11,186
New +$37.1K ﹤0.01% 1223