Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-26,775
Closed -$552K 771
2024
Q4
$552K Hold
26,775
0.01% 443
2024
Q3
$439K Hold
26,775
0.01% 492
2024
Q2
$439K Hold
26,775
0.01% 477
2024
Q1
$664K Buy
26,775
+10,105
+61% +$251K 0.02% 401
2023
Q4
$386K Buy
+16,670
New +$386K 0.01% 501