Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,252
Closed -$369K 675
2024
Q4
$369K Buy
3,252
+201
+7% +$22.8K 0.01% 495
2024
Q3
$304K Buy
+3,051
New +$304K 0.01% 547
2022
Q1
Sell
-9,762
Closed -$244K 540
2021
Q4
$244K Buy
+9,762
New +$244K 0.01% 493