Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-873
Closed -$344K 1751
2024
Q4
$344K Sell
873
-235
-21% -$92.5K ﹤0.01% 1179
2024
Q3
$371K Sell
1,108
-243
-18% -$81.3K ﹤0.01% 1077
2024
Q2
$330K Buy
1,351
+621
+85% +$152K ﹤0.01% 1031
2024
Q1
$254K Buy
+730
New +$254K ﹤0.01% 1052