Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-874
Closed -$398K 894
2024
Q4
$398K Buy
874
+189
+28% +$86.2K 0.01% 685
2024
Q3
$300K Buy
685
+10
+1% +$4.37K 0.01% 779
2024
Q2
$320K Sell
675
-32
-5% -$15.2K 0.01% 734
2024
Q1
$414K Buy
707
+46
+7% +$26.9K 0.01% 668
2023
Q4
$290K Buy
+661
New +$290K 0.01% 747