Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-26,975
Closed -$330K 1664
2024
Q4
$330K Buy
26,975
+536
+2% +$6.55K 0.01% 792
2024
Q3
$167K Buy
+26,439
New +$167K ﹤0.01% 1352
2024
Q1
Sell
-34,216
Closed -$262K 1628
2023
Q4
$262K Buy
34,216
+18,519
+118% +$142K 0.01% 841
2023
Q3
$79.1K Buy
+15,697
New +$79.1K ﹤0.01% 1078
2023
Q2
Sell
-7,848
Closed -$65.9K 1440
2023
Q1
$65.9K Buy
+7,848
New +$65.9K ﹤0.01% 971