Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,679
Closed -$204K 90
2024
Q4
$204K Sell
7,679
-194
-2% -$5.15K 0.05% 87
2024
Q3
$228K Buy
7,873
+69
+0.9% +$2K 0.05% 87
2024
Q2
$218K Hold
7,804
0.06% 88
2024
Q1
$217K Hold
7,804
0.06% 78
2023
Q4
$225K Hold
7,804
0.07% 76
2023
Q3
$259K Buy
+7,804
New +$259K 0.09% 69