Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-80,702
Closed -$625K 1010
2024
Q4
$625K Buy
80,702
+63,000
+356% +$488K 0.01% 444
2024
Q3
$154K Hold
17,702
﹤0.01% 535
2024
Q2
$161K Buy
+17,702
New +$161K ﹤0.01% 480
2024
Q1
Hold
0
853
2023
Q4
Hold
0
760
2023
Q3
Hold
0
800
2023
Q2
Hold
0
882