Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$204K Buy
+1,416
New +$204K 0.01% 1004
2024
Q4
Sell
-1,442
Closed -$210K 1035
2024
Q3
$210K Buy
+1,442
New +$210K 0.01% 830
2022
Q2
Sell
-3,257
Closed -$258K 618
2022
Q1
$258K Buy
+3,257
New +$258K 0.02% 480