Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,222
Closed -$220K 1203
2024
Q4
$220K Sell
9,222
-3,171
-26% -$75.8K ﹤0.01% 1028
2024
Q3
$254K Sell
12,393
-4,120
-25% -$84.5K 0.01% 935
2024
Q2
$315K Buy
16,513
+4,120
+33% +$78.6K 0.01% 896
2024
Q1
$254K Buy
+12,393
New +$254K 0.01% 932