Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,023
Closed -$257K 568
2024
Q4
$257K Sell
10,023
-2,920
-23% -$74.8K 0.03% 398
2024
Q3
$265K Buy
+12,943
New +$265K 0.03% 392
2020
Q4
Sell
-11,942
Closed -$143K 455
2020
Q3
$143K Buy
+11,942
New +$143K 0.01% 434