Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-20,071
Closed -$126K 1235
2024
Q4
$126K Buy
20,071
+6,407
+47% +$40.4K 0.01% 1155
2024
Q3
$80.9K Buy
+13,664
New +$80.9K ﹤0.01% 1589
2024
Q1
Sell
-11,570
Closed -$50.6K 1448
2023
Q4
$50.6K Sell
11,570
-19,843
-63% -$86.7K ﹤0.01% 1422
2023
Q3
$73.8K Buy
+31,413
New +$73.8K ﹤0.01% 1253