Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,722
Closed -$750K 1651
2024
Q4
$750K Sell
5,722
-4,278
-43% -$561K ﹤0.01% 748
2024
Q3
$1.08M Buy
+10,000
New +$1.08M 0.01% 561
2024
Q1
Sell
-18,880
Closed -$1.65M 1581
2023
Q4
$1.65M Buy
+18,880
New +$1.65M 0.01% 510