Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,459
Closed -$219K 426
2024
Q4
$219K Sell
1,459
-339
-19% -$50.9K 0.01% 321
2024
Q3
$349K Hold
1,798
0.01% 268
2024
Q2
$417K Buy
1,798
+168
+10% +$38.9K 0.01% 284
2024
Q1
$351K Buy
+1,630
New +$351K 0.01% 284