Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,341
Closed -$459K 1145
2024
Q4
$459K Buy
4,341
+1,883
+77% +$199K ﹤0.01% 815
2024
Q3
$248K Buy
2,458
+95
+4% +$9.58K ﹤0.01% 962
2024
Q2
$250K Sell
2,363
-101
-4% -$10.7K ﹤0.01% 935
2024
Q1
$346K Buy
+2,464
New +$346K ﹤0.01% 869
2023
Q2
Sell
-2,900
Closed -$259K 1138
2023
Q1
$259K Buy
+2,900
New +$259K ﹤0.01% 916