Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$820K Buy
+8,858
New +$820K 0.03% 527
2024
Q4
Sell
-2,235
Closed -$219K 999
2024
Q3
$219K Sell
2,235
-523
-19% -$51.2K 0.01% 821
2024
Q2
$270K Buy
+2,758
New +$270K 0.01% 716