Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,355
Closed -$353K 489
2024
Q4
$353K Buy
+1,355
New +$353K 0.16% 229
2023
Q3
Sell
-1,900
Closed -$422K 459
2023
Q2
$422K Sell
1,900
-5,300
-74% -$1.18M 0.52% 57
2023
Q1
$1.74M Buy
+7,200
New +$1.74M 0.69% 20