Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,886
Closed -$206K 1100
2024
Q4
$206K Sell
1,886
-153
-8% -$16.7K 0.01% 1014
2024
Q3
$234K Buy
2,039
+29
+1% +$3.33K 0.01% 851
2024
Q2
$200K Sell
2,010
-53
-3% -$5.27K 0.01% 738
2024
Q1
$228K Buy
+2,063
New +$228K 0.01% 805