Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-284
Closed -$72.1K 362
2024
Q4
$72.1K Sell
284
-1,758
-86% -$446K ﹤0.01% 258
2024
Q3
$647K Sell
2,042
-661
-24% -$209K 0.03% 188
2024
Q2
$1.01M Buy
+2,703
New +$1.01M 0.06% 132