Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-75,345
Closed -$275K 487
2024
Q4
$275K Sell
75,345
-9,476
-11% -$34.6K 0.01% 253
2024
Q3
$311K Buy
+84,821
New +$311K 0.01% 217
2024
Q1
Sell
-22,422
Closed -$98.7K 305
2023
Q4
$98.7K Buy
+22,422
New +$98.7K ﹤0.01% 95