Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-47,469
Closed -$371K 101
2024
Q4
$371K Buy
+47,469
New +$371K 0.03% 77
2024
Q1
Sell
-11,127
Closed -$124K 105
2023
Q4
$124K Buy
11,127
+5,415
+95% +$60.5K 0.01% 76
2023
Q3
$88.2K Buy
+5,712
New +$88.2K 0.01% 96