Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-52,518
Closed -$63.5K 850
2024
Q4
$63.5K Sell
52,518
-806
-2% -$975 0.02% 455
2024
Q3
$34.8K Sell
53,324
-58,392
-52% -$38.1K 0.01% 742
2024
Q2
$112K Buy
+111,716
New +$112K 0.02% 455