Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,825
Closed -$91.8K 3496
2024
Q4
$91.8K Sell
14,825
-5,599
-27% -$34.7K ﹤0.01% 3203
2024
Q3
$140K Sell
20,424
-3,280
-14% -$22.4K ﹤0.01% 3026
2024
Q2
$126K Buy
+23,704
New +$126K ﹤0.01% 2905