Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,901
Closed -$116K 486
2024
Q4
$116K Hold
1,901
0.08% 157
2024
Q3
$113K Sell
1,901
-145
-7% -$8.64K 0.07% 164
2024
Q2
$102K Sell
2,046
-8,659
-81% -$432K 0.07% 162
2024
Q1
$612K Buy
10,705
+357
+3% +$20.4K 0.46% 53
2023
Q4
$473K Buy
+10,348
New +$473K 0.39% 60