Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,585
Closed -$326K 1555
2024
Q4
$326K Sell
1,585
-256
-14% -$52.6K 0.02% 832
2024
Q3
$447K Buy
+1,841
New +$447K ﹤0.01% 1103
2024
Q1
Sell
-1,587
Closed -$349K 2020
2023
Q4
$349K Buy
+1,587
New +$349K ﹤0.01% 1073