Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,233
Closed -$259K 829
2024
Q4
$259K Buy
1,233
+261
+27% +$54.7K ﹤0.01% 607
2024
Q3
$279K Sell
972
-191
-16% -$54.9K ﹤0.01% 575
2024
Q2
$365K Buy
1,163
+273
+31% +$85.6K 0.01% 509
2024
Q1
$299K Buy
+890
New +$299K ﹤0.01% 562