Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,769
Closed -$271K 1970
2024
Q4
$271K Sell
8,769
-25,752
-75% -$796K ﹤0.01% 1667
2024
Q3
$882K Buy
34,521
+20,436
+145% +$522K ﹤0.01% 1400
2024
Q2
$412K Buy
+14,085
New +$412K ﹤0.01% 1592