Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,282
Closed -$782K 489
2024
Q4
$782K Sell
4,282
-474
-10% -$86.6K 0.03% 188
2024
Q3
$979K Buy
+4,756
New +$979K 0.03% 221
2024
Q2
Sell
-1,776
Closed -$305K 428
2024
Q1
$305K Buy
1,776
+440
+33% +$75.6K 0.01% 195
2023
Q4
$201K Buy
+1,336
New +$201K ﹤0.01% 230