Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,118
Closed -$412K 174
2024
Q4
$412K Buy
14,118
+8,346
+145% +$243K 0.01% 152
2024
Q3
$146K Buy
5,772
+459
+9% +$11.6K ﹤0.01% 135
2024
Q2
$116K Buy
5,313
+1,401
+36% +$30.5K ﹤0.01% 138
2024
Q1
$102K Buy
+3,912
New +$102K ﹤0.01% 122