Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,519
Closed -$595K 522
2024
Q4
$595K Buy
+8,519
New +$595K 0.13% 293
2024
Q3
Sell
-3,691
Closed -$525K 609
2024
Q2
$525K Buy
3,691
+1,406
+62% +$200K 0.15% 266
2024
Q1
$255K Buy
+2,285
New +$255K 0.07% 464
2023
Q4
Sell
-1,573
Closed -$256K 335
2023
Q3
$256K Buy
+1,573
New +$256K 0.15% 295