Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,392
Closed -$135K 931
2024
Q4
$135K Buy
1,392
+999
+254% +$96.6K ﹤0.01% 431
2024
Q3
$37.2K Buy
+393
New +$37.2K ﹤0.01% 631
2024
Q2
Sell
-819
Closed -$70.3K 868
2024
Q1
$70.3K Buy
+819
New +$70.3K ﹤0.01% 625