Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,615
Closed -$183K 180
2024
Q4
$183K Sell
11,615
-10,000
-46% -$157K 0.05% 172
2024
Q3
$411K Hold
21,615
0.1% 116
2024
Q2
$386K Buy
+21,615
New +$386K 0.09% 129