Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-19,482
Closed -$200K 848
2024
Q4
$200K Buy
19,482
+437
+2% +$4.48K 0.01% 693
2024
Q3
$263K Buy
19,045
+1,800
+10% +$24.9K 0.01% 635
2024
Q2
$240K Buy
+17,245
New +$240K 0.01% 624
2024
Q1
Sell
-15,800
Closed -$190K 821
2023
Q4
$190K Buy
+15,800
New +$190K 0.01% 667