Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-20,477
Closed -$78K 1568
2024
Q4
$78K Sell
20,477
-5,374
-21% -$20.5K ﹤0.01% 508
2024
Q3
$118K Buy
+25,851
New +$118K ﹤0.01% 477
2024
Q2
Sell
-32,844
Closed -$74.9K 1496
2024
Q1
$74.9K Buy
+32,844
New +$74.9K ﹤0.01% 619