Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-18,041
Closed -$222K 1305
2024
Q4
$222K Buy
18,041
+1,685
+10% +$20.7K ﹤0.01% 689
2024
Q3
$255K Sell
16,356
-5,024
-23% -$78.2K ﹤0.01% 676
2024
Q2
$262K Buy
+21,380
New +$262K ﹤0.01% 725