Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,980
Closed -$296K 1524
2024
Q4
$296K Sell
1,980
-1,026
-34% -$153K ﹤0.01% 1195
2024
Q3
$380K Buy
3,006
+1,067
+55% +$135K 0.01% 1061
2024
Q2
$228K Buy
+1,939
New +$228K ﹤0.01% 1256