Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,448
Closed -$259K 1210
2024
Q4
$259K Buy
2,448
+400
+20% +$42.3K 0.01% 978
2024
Q3
$288K Sell
2,048
-454
-18% -$63.8K 0.01% 891
2024
Q2
$265K Buy
2,502
+454
+22% +$48.1K 0.01% 947
2024
Q1
$288K Buy
+2,048
New +$288K 0.01% 889