Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,723
Closed -$357K 424
2024
Q4
$357K Buy
4,723
+464
+11% +$35.1K 0.01% 591
2024
Q3
$376K Buy
+4,259
New +$376K 0.02% 421
2022
Q3
Sell
-6,500
Closed -$664K 246
2022
Q2
$664K Sell
6,500
-8,756
-57% -$894K 0.09% 148
2022
Q1
$2.05M Buy
+15,256
New +$2.05M 0.25% 88