Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,462
Closed -$539K 546
2024
Q4
$539K Buy
6,462
+2,715
+72% +$227K 0.12% 311
2024
Q3
$318K Buy
+3,747
New +$318K 0.08% 438
2023
Q4
Sell
-3,155
Closed -$471K 350
2023
Q3
$471K Buy
3,155
+1,784
+130% +$266K 0.27% 168
2023
Q2
$214K Buy
+1,371
New +$214K 0.11% 361