Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,295
Closed -$476K 986
2024
Q4
$476K Buy
12,295
+5,037
+69% +$195K 0.2% 127
2024
Q3
$255K Buy
+7,258
New +$255K 0.14% 326
2024
Q2
Sell
-332
Closed -$13.1K 1706
2024
Q1
$13.1K Sell
332
-1,441
-81% -$56.8K 0.01% 1183
2023
Q4
$83.9K Buy
+1,773
New +$83.9K 0.08% 470