Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,367
Closed -$103K 1965
2024
Q4
$103K Hold
10,367
﹤0.01% 1286
2024
Q3
$92K Sell
10,367
-19,531
-65% -$173K ﹤0.01% 1398
2024
Q2
$359K Buy
+29,898
New +$359K ﹤0.01% 1157