Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,110
Closed -$224K 2558
2024
Q4
$224K Sell
1,110
-655
-37% -$132K ﹤0.01% 2183
2024
Q3
$357K Buy
+1,765
New +$357K ﹤0.01% 1953
2024
Q2
Sell
-1,669
Closed -$266K 2335
2024
Q1
$266K Buy
+1,669
New +$266K ﹤0.01% 1932