Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3
Closed -$39 144
2024
Q4
$39 Hold
3
﹤0.01% 827
2024
Q3
$41 Sell
3
-280
-99% -$3.83K ﹤0.01% 822
2024
Q2
$4.97K Sell
283
-17,990
-98% -$316K ﹤0.01% 546
2024
Q1
$328K Buy
18,273
+807
+5% +$14.5K 0.24% 88
2023
Q4
$336K Buy
+17,466
New +$336K 0.27% 84