Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,088
Closed -$341K 1533
2024
Q4
$341K Sell
8,088
-9,445
-54% -$398K ﹤0.01% 1281
2024
Q3
$759K Buy
+17,533
New +$759K ﹤0.01% 624
2024
Q2
Sell
-13,731
Closed -$507K 1302
2024
Q1
$507K Buy
+13,731
New +$507K ﹤0.01% 653