Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,889
Closed -$240K 2026
2024
Q4
$240K Buy
9,889
+7,310
+283% +$177K 0.03% 797
2024
Q3
$49K Sell
2,579
-3,397
-57% -$64.5K ﹤0.01% 1418
2024
Q2
$151K Buy
+5,976
New +$151K 0.02% 834