Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,148
Closed -$230K 1456
2024
Q4
$230K Buy
6,148
+1,263
+26% +$47.2K ﹤0.01% 1242
2024
Q3
$244K Buy
+4,885
New +$244K ﹤0.01% 1156
2024
Q2
Sell
-4,150
Closed -$227K 1326
2024
Q1
$227K Buy
+4,150
New +$227K ﹤0.01% 1147