Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,355
Closed -$271K 1759
2024
Q4
$271K Sell
5,355
-5,315
-50% -$269K ﹤0.01% 1387
2024
Q3
$292K Buy
10,670
+5,725
+116% +$157K 0.01% 1113
2024
Q2
$260K Buy
+4,945
New +$260K 0.01% 760