Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,065
Closed -$340K 303
2024
Q4
$340K Hold
16,065
0.04% 264
2024
Q3
$310K Buy
16,065
+260
+2% +$5.02K 0.03% 272
2024
Q2
$269K Sell
15,805
-1,840
-10% -$31.3K 0.03% 269
2024
Q1
$298K Buy
+17,645
New +$298K 0.03% 293