Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-45,032
Closed -$372K 1283
2024
Q4
$372K Buy
+45,032
New +$372K 0.07% 539
2024
Q1
Sell
-25,272
Closed -$292K 1110
2023
Q4
$292K Buy
25,272
+14,076
+126% +$163K 0.07% 502
2023
Q3
$156K Buy
+11,196
New +$156K 0.05% 596