Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-67,808
Closed -$125K 145
2024
Q4
$125K Buy
67,808
+12,556
+23% +$23.2K 0.01% 136
2024
Q3
$135K Buy
55,252
+17,040
+45% +$41.6K 0.01% 134
2024
Q2
$78.3K Buy
38,212
+9,808
+35% +$20.1K ﹤0.01% 113
2024
Q1
$70.4K Buy
+28,404
New +$70.4K ﹤0.01% 111