Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-97,041
Closed -$1.36M 1413
2024
Q4
$1.36M Buy
+97,041
New +$1.36M 0.03% 455
2024
Q3
Sell
-79,186
Closed -$1.31M 1573
2024
Q2
$1.31M Buy
79,186
+23,929
+43% +$395K 0.03% 533
2024
Q1
$1.01M Buy
+55,257
New +$1.01M 0.02% 639