Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,463
Closed -$261K 1555
2024
Q4
$261K Buy
5,463
+144
+3% +$6.87K ﹤0.01% 1256
2024
Q3
$238K Sell
5,319
-707
-12% -$31.6K ﹤0.01% 1363
2024
Q2
$258K Buy
+6,026
New +$258K ﹤0.01% 1172