Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,436
Closed -$240K 1583
2024
Q4
$240K Sell
10,436
-310
-3% -$7.13K ﹤0.01% 1314
2024
Q3
$259K Buy
10,746
+260
+2% +$6.26K ﹤0.01% 1295
2024
Q2
$186K Buy
+10,486
New +$186K ﹤0.01% 1351