Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-75
Closed -$30.4K 1216
2024
Q4
$30.4K Buy
75
+21
+39% +$8.51K ﹤0.01% 602
2024
Q3
$26.3K Sell
54
-730
-93% -$356K ﹤0.01% 608
2024
Q2
$337K Buy
+784
New +$337K 0.04% 159