Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,964
Closed -$77.4K 936
2024
Q4
$77.4K Buy
+16,964
New +$77.4K 0.03% 679
2024
Q2
Sell
-6,704
Closed -$52.4K 1580
2024
Q1
$52.4K Sell
6,704
-10,508
-61% -$82.1K 0.05% 742
2023
Q4
$171K Buy
+17,212
New +$171K 0.16% 139