Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,984
Closed -$882K 385
2024
Q4
$882K Buy
1,984
+1,401
+240% +$623K 0.09% 172
2024
Q3
$302K Buy
583
+57
+11% +$29.5K 0.04% 204
2024
Q2
$299K Buy
+526
New +$299K 0.05% 169
2023
Q3
Sell
-66
Closed -$32.3K 179
2023
Q2
$32.3K Buy
+66
New +$32.3K 0.01% 372
2023
Q1
Sell
-30
Closed -$10.1K 147
2022
Q4
$10.1K Buy
+30
New +$10.1K ﹤0.01% 406