Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,115
Closed -$152K 1046
2024
Q4
$152K Sell
1,115
-2,232
-67% -$304K ﹤0.01% 574
2024
Q3
$412K Buy
+3,347
New +$412K ﹤0.01% 417
2021
Q3
Sell
-15,449
Closed -$1.64M 1124
2021
Q2
$1.64M Buy
+15,449
New +$1.64M 0.02% 408