Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,719
Closed -$132K 1433
2024
Q4
$132K Sell
16,719
-20,202
-55% -$159K ﹤0.01% 1257
2024
Q3
$463K Buy
36,921
+4,947
+15% +$62K 0.01% 778
2024
Q2
$192K Buy
31,974
+5,933
+23% +$35.7K ﹤0.01% 1107
2024
Q1
$173K Sell
26,041
-164
-0.6% -$1.09K ﹤0.01% 1070
2023
Q4
$270K Buy
+26,205
New +$270K ﹤0.01% 967