Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,700
Closed -$230K 57
2024
Q4
$230K Sell
4,700
-2,600
-36% -$127K 0.04% 61
2024
Q3
$453K Buy
+7,300
New +$453K 0.08% 58
2023
Q4
Sell
-15,800
Closed -$899K 64
2023
Q3
$899K Buy
+15,800
New +$899K 0.34% 32
2022
Q4
Sell
-4,000
Closed -$200K 69
2022
Q3
$200K Buy
+4,000
New +$200K 0.07% 60