Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2
Closed -$145 515
2024
Q4
$145 Hold
2
﹤0.01% 804
2024
Q3
$159 Sell
2
-193
-99% -$15.3K ﹤0.01% 796
2024
Q2
$13K Sell
195
-5,709
-97% -$380K 0.01% 406
2024
Q1
$466K Sell
5,904
-44
-0.7% -$3.47K 0.35% 66
2023
Q4
$398K Buy
+5,948
New +$398K 0.33% 70