Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-156
Closed -$44K 264
2024
Q4
$44K Sell
156
-14
-8% -$3.95K ﹤0.01% 268
2024
Q3
$47K Sell
170
-41
-19% -$11.3K ﹤0.01% 235
2024
Q2
$63K Hold
211
0.01% 207
2024
Q1
$61K Hold
211
0.01% 216
2023
Q4
$53K Buy
+211
New +$53K 0.01% 217
2023
Q3
Sell
-20,160
Closed -$5M 262
2023
Q2
$5M Buy
+20,160
New +$5M 0.53% 53