Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,499
Closed -$152K 2029
2024
Q4
$152K Sell
8,499
-11,018
-56% -$197K 0.02% 971
2024
Q3
$337K Buy
19,517
+8,608
+79% +$148K 0.03% 849
2024
Q2
$131K Buy
+10,909
New +$131K 0.02% 867
2024
Q1
Sell
-1,363
Closed -$19K 1655
2023
Q4
$19K Buy
+1,363
New +$19K ﹤0.01% 966