Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
801
2024
Q4
Sell
-12,911
Closed -$28.5K 757
2024
Q3
$28.5K Sell
12,911
-6,891
-35% -$15.2K ﹤0.01% 392
2024
Q2
$39.8K Sell
19,802
-53,490
-73% -$108K ﹤0.01% 350
2024
Q1
$171K Hold
73,292
﹤0.01% 282
2023
Q4
$176K Buy
+73,292
New +$176K ﹤0.01% 311