Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-40,495
Closed -$255K 1461
2024
Q4
$255K Sell
40,495
-106
-0.3% -$668 ﹤0.01% 1270
2024
Q3
$205K Sell
40,601
-395
-1% -$2K ﹤0.01% 1456
2024
Q2
$267K Buy
40,996
+501
+1% +$3.26K ﹤0.01% 1152
2024
Q1
$291K Hold
40,495
0.01% 534
2023
Q4
$514K Buy
+40,495
New +$514K 0.01% 399