Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-21,787
Closed -$167K 1368
2024
Q4
$167K Sell
21,787
-8,228
-27% -$63.2K 0.01% 400
2024
Q3
$149K Buy
30,015
+15,627
+109% +$77.5K 0.01% 449
2024
Q2
$63.6K Buy
14,388
+4,964
+53% +$21.9K ﹤0.01% 521
2024
Q1
$51.7K Buy
+9,424
New +$51.7K ﹤0.01% 666