Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,453
Closed -$337K 1387
2024
Q4
$337K Sell
16,453
-12,989
-44% -$266K 0.02% 811
2024
Q3
$361K Buy
+29,442
New +$361K ﹤0.01% 1229
2024
Q2
Sell
-43,688
Closed -$482K 1780
2024
Q1
$482K Buy
+43,688
New +$482K ﹤0.01% 825
2023
Q4
Hold
0
1769
2023
Q3
Hold
0
1646