Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,967
Closed -$26.3K 1538
2024
Q4
$26.3K Sell
2,967
-231,491
-99% -$2.05M ﹤0.01% 667
2024
Q3
$2.74M Buy
+234,458
New +$2.74M 0.09% 104
2024
Q2
Hold
0
1465
2024
Q1
Hold
0
1032