Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-20,132
Closed -$128K 1554
2024
Q4
$128K Sell
20,132
-1,870
-8% -$11.9K 0.01% 693
2024
Q3
$152K Buy
22,002
+3,384
+18% +$23.4K 0.01% 697
2024
Q2
$100K Buy
18,618
+4,946
+36% +$26.6K 0.01% 704
2024
Q1
$82K Buy
+13,672
New +$82K 0.01% 718