Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-99
Closed -$810K 832
2024
Q4
$810K Hold
99
0.01% 393
2024
Q3
$971K Hold
99
0.01% 369
2024
Q2
$751K Sell
99
-10
-9% -$75.9K 0.01% 380
2024
Q1
$883K Sell
109
-62
-36% -$502K 0.01% 368
2023
Q4
$1.2M Hold
171
0.02% 305
2023
Q3
$1.02M Buy
+171
New +$1.02M 0.02% 320