Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,457
Closed -$261K 3145
2024
Q4
$261K Buy
13,457
+7,294
+118% +$141K ﹤0.01% 1590
2024
Q3
$210K Sell
6,163
-5,013
-45% -$171K ﹤0.01% 1794
2024
Q2
$433K Buy
11,176
+5,097
+84% +$197K ﹤0.01% 1234
2024
Q1
$212K Buy
+6,079
New +$212K ﹤0.01% 1641