Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,386
Closed -$371K 1911
2024
Q4
$371K Buy
3,386
+1,399
+70% +$153K ﹤0.01% 1473
2024
Q3
$288K Sell
1,987
-311
-14% -$45K ﹤0.01% 1637
2024
Q2
$335K Buy
+2,298
New +$335K ﹤0.01% 1522