Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,734
Closed -$214K 1768
2024
Q4
$214K Sell
2,734
-2,845
-51% -$222K ﹤0.01% 1509
2024
Q3
$427K Sell
5,579
-254
-4% -$19.4K 0.01% 938
2024
Q2
$462K Buy
+5,833
New +$462K 0.02% 571