Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,047
Closed -$212K 407
2024
Q4
$212K Sell
2,047
-50
-2% -$5.17K 0.02% 340
2024
Q3
$234K Sell
2,097
-849
-29% -$94.9K 0.03% 307
2024
Q2
$263K Sell
2,946
-356
-11% -$31.8K 0.02% 286
2024
Q1
$284K Buy
3,302
+459
+16% +$39.4K 0.02% 254
2023
Q4
$235K Buy
+2,843
New +$235K 0.02% 286