Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-60,899
Closed -$418K 2270
2024
Q4
$418K Hold
60,899
﹤0.01% 1268
2024
Q3
$421K Hold
60,899
﹤0.01% 1266
2024
Q2
$487K Buy
60,899
+30,947
+103% +$248K ﹤0.01% 1198
2024
Q1
$319K Buy
+29,952
New +$319K ﹤0.01% 1211