Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2
Closed -$51 613
2024
Q4
$51 Hold
2
﹤0.01% 825
2024
Q3
$54 Sell
2
-207
-99% -$5.59K ﹤0.01% 820
2024
Q2
$5.37K Sell
209
-13,160
-98% -$338K ﹤0.01% 538
2024
Q1
$430K Buy
13,369
+465
+4% +$15K 0.32% 72
2023
Q4
$415K Buy
+12,904
New +$415K 0.34% 67