Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,247
Closed -$217K 598
2024
Q4
$217K Buy
+12,247
New +$217K 0.1% 322
2024
Q3
Sell
-15,320
Closed -$249K 532
2024
Q2
$249K Buy
+15,320
New +$249K 0.06% 386
2024
Q1
Sell
-14,606
Closed -$276K 787
2023
Q4
$276K Sell
14,606
-20,494
-58% -$387K 0.07% 407
2023
Q3
$773K Buy
+35,100
New +$773K 0.27% 131