Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,586
Closed -$16K 1274
2024
Q4
$16K Sell
2,586
-11,622
-82% -$71.9K ﹤0.01% 958
2024
Q3
$97.2K Sell
14,208
-20,789
-59% -$142K 0.01% 678
2024
Q2
$187K Buy
34,997
+31,733
+972% +$169K 0.02% 494
2024
Q1
$16.3K Buy
3,264
+1,961
+150% +$9.77K ﹤0.01% 947
2023
Q4
$9.06K Buy
+1,303
New +$9.06K ﹤0.01% 773