Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-17,342
Closed -$132K 538
2024
Q4
$132K Buy
+17,342
New +$132K 0.06% 370
2024
Q1
Sell
-18,193
Closed -$178K 692
2023
Q4
$178K Buy
18,193
+2,039
+13% +$19.9K 0.05% 548
2023
Q3
$159K Buy
+16,154
New +$159K 0.06% 406