Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,972
Closed -$36.1K 946
2024
Q4
$36.1K Sell
3,972
-2,883
-42% -$26.2K ﹤0.01% 629
2024
Q3
$62K Sell
6,855
-11,654
-63% -$105K ﹤0.01% 570
2024
Q2
$153K Buy
+18,509
New +$153K 0.01% 413