Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,262
Closed -$225K 588
2024
Q4
$225K Buy
3,262
+223
+7% +$15.4K 0.01% 560
2024
Q3
$201K Buy
+3,039
New +$201K 0.01% 587
2022
Q4
Sell
-20,176
Closed -$1.35M 556
2022
Q3
$1.35M Buy
+20,176
New +$1.35M 0.07% 251