Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,021
Closed -$50K 3064
2024
Q4
$50K Sell
16,021
-78,784
-83% -$246K ﹤0.01% 1896
2024
Q3
$467K Buy
94,805
+11,977
+14% +$59K ﹤0.01% 1487
2024
Q2
$365K Buy
+82,828
New +$365K ﹤0.01% 1304