Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,815
Closed -$312K 1439
2024
Q4
$312K Sell
3,815
-10,379
-73% -$849K 0.02% 861
2024
Q3
$1.1M Buy
+14,194
New +$1.1M ﹤0.01% 633
2024
Q2
Hold
0
1833
2024
Q1
Hold
0
1770
2023
Q4
Hold
0
1810
2023
Q3
Hold
0
1685