Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,987
Closed -$229K 148
2024
Q4
$229K Hold
1,987
0.1% 185
2024
Q3
$236K Buy
1,987
+87
+5% +$10.3K 0.09% 177
2024
Q2
$262K Sell
1,900
-1,745
-48% -$241K 0.09% 155
2024
Q1
$416K Buy
+3,645
New +$416K 0.11% 142