Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-376
Closed -$261K 289
2024
Q4
$261K Buy
+376
New +$261K 0.01% 249
2024
Q3
Sell
-201
Closed -$206K 292
2024
Q2
$206K Sell
201
-112
-36% -$115K 0.01% 269
2024
Q1
$304K Sell
313
-1
-0.3% -$970 0.01% 241
2023
Q4
$238K Buy
+314
New +$238K 0.01% 271