Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-155
Closed -$10.1K 272
2024
Q4
$10.1K Sell
155
-65,578
-100% -$4.27M ﹤0.01% 251
2024
Q3
$4.05M Buy
65,733
+31,166
+90% +$1.92M 0.16% 114
2024
Q2
$2.6M Buy
+34,567
New +$2.6M 0.11% 122