Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,564
Closed -$224K 2627
2024
Q4
$224K Sell
3,564
-634
-15% -$39.8K ﹤0.01% 2309
2024
Q3
$242K Buy
+4,198
New +$242K ﹤0.01% 2237
2024
Q2
Sell
-4,843
Closed -$216K 2721
2024
Q1
$216K Buy
4,843
+139
+3% +$6.21K ﹤0.01% 2444
2023
Q4
$203K Buy
+4,704
New +$203K ﹤0.01% 2484