Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,913
Closed -$372K 635
2024
Q4
$372K Sell
3,913
-7,472
-66% -$710K 0.17% 220
2024
Q3
$1.14M Buy
+11,385
New +$1.14M 0.34% 101
2023
Q2
Sell
-3,800
Closed -$316K 488
2023
Q1
$316K Buy
+3,800
New +$316K 0.13% 288