Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-660
Closed -$117K 8
2024
Q4
$117K Buy
660
+510
+340% +$90.6K 0.03% 22
2024
Q3
$29.6K Sell
150
-90
-38% -$17.8K 0.01% 64
2024
Q2
$41.2K Buy
+240
New +$41.2K 0.01% 87