Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,984
Closed -$168K 658
2024
Q4
$168K Buy
+11,984
New +$168K 0.07% 623
2024
Q2
Sell
-6,541
Closed -$71.4K 837
2024
Q1
$71.4K Sell
6,541
-16,318
-71% -$178K 0.06% 591
2023
Q4
$283K Buy
+22,859
New +$283K 0.27% 30