Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,800
Closed -$58.7K 139
2024
Q4
$58.7K Sell
1,800
-2,436
-58% -$79.5K 0.01% 147
2024
Q3
$152K Sell
4,236
-700
-14% -$25.1K 0.03% 151
2024
Q2
$173K Buy
+4,936
New +$173K 0.03% 148