Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-17,560
Closed -$53K 1246
2024
Q4
$53K Sell
17,560
-101,687
-85% -$307K ﹤0.01% 1144
2024
Q3
$352K Buy
119,247
+98,466
+474% +$291K 0.01% 968
2024
Q2
$74K Buy
20,781
+4,924
+31% +$17.5K ﹤0.01% 1423
2024
Q1
$71K Buy
+15,857
New +$71K ﹤0.01% 1024