Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-23,605
Closed -$242K 3253
2024
Q4
$242K Sell
23,605
-8,937
-27% -$91.6K ﹤0.01% 2300
2024
Q3
$449K Buy
+32,542
New +$449K ﹤0.01% 1813
2024
Q2
Sell
-21,248
Closed -$232K 3023
2024
Q1
$232K Buy
+21,248
New +$232K ﹤0.01% 2024