Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,507
Closed -$377K 2227
2024
Q4
$377K Buy
6,507
+3,082
+90% +$179K ﹤0.01% 1003
2024
Q3
$223K Buy
3,425
+76
+2% +$4.95K ﹤0.01% 1136
2024
Q2
$215K Sell
3,349
-4
-0.1% -$257 ﹤0.01% 1141
2024
Q1
$214K Sell
3,353
-799
-19% -$50.9K ﹤0.01% 1072
2023
Q4
$218K Buy
+4,152
New +$218K ﹤0.01% 1854