Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-27,774
Closed -$213K 190
2024
Q4
$213K Buy
27,774
+8,614
+45% +$66.2K 0.01% 278
2024
Q3
$95K Hold
19,160
0.01% 290
2024
Q2
$84.7K Buy
+19,160
New +$84.7K 0.01% 256