Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-80,000
Closed -$130K 4066
2024
Q4
$130K Sell
80,000
-315
-0.4% -$510 ﹤0.01% 2203
2024
Q3
$79K Buy
80,315
+77,815
+3,113% +$76.5K ﹤0.01% 2273
2024
Q2
$4.18K Hold
2,500
﹤0.01% 3150
2024
Q1
$7.28K Buy
+2,500
New +$7.28K ﹤0.01% 3003