Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-30,880
Closed -$172K 3284
2024
Q4
$172K Sell
30,880
-2,768
-8% -$15.4K ﹤0.01% 1760
2024
Q3
$240K Buy
+33,648
New +$240K ﹤0.01% 1739