Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,394
Closed -$237K 663
2024
Q4
$237K Buy
1,394
+154
+12% +$26.2K 0.01% 592
2024
Q3
$215K Buy
+1,240
New +$215K 0.01% 625
2024
Q2
Sell
-904
Closed -$236K 643
2024
Q1
$236K Buy
+904
New +$236K 0.01% 559