Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,132
Closed -$375K 993
2024
Q4
$375K Sell
5,132
-593
-10% -$43.3K 0.04% 497
2024
Q3
$340K Buy
+5,725
New +$340K 0.04% 534
2024
Q1
Sell
-31,001
Closed -$1.4M 876
2023
Q4
$1.4M Buy
+31,001
New +$1.4M 0.26% 121