Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,351
Closed -$266K 777
2024
Q4
$266K Buy
1,351
+747
+124% +$147K 0.01% 427
2024
Q3
$122K Buy
+604
New +$122K 0.01% 400
2023
Q3
Sell
-346
Closed -$37K 680
2023
Q2
$37K Buy
+346
New +$37K 0.01% 457