Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,608
Closed -$141K 1158
2024
Q4
$141K Buy
+10,608
New +$141K ﹤0.01% 954
2024
Q2
Sell
-10,806
Closed -$118K 905
2024
Q1
$118K Sell
10,806
-7,657
-41% -$83.8K 0.01% 695
2023
Q4
$433K Sell
18,463
-1,255
-6% -$29.4K 0.03% 427
2023
Q3
$479K Buy
+19,718
New +$479K 0.04% 369