Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-27,995
Closed -$318K 3222
2024
Q4
$318K Buy
27,995
+2,324
+9% +$26.4K 0.03% 1166
2024
Q3
$370K Buy
25,671
+11,013
+75% +$159K 0.03% 1049
2024
Q2
$280K Buy
+14,658
New +$280K 0.02% 1011