Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,466
Closed -$145K 813
2024
Q4
$145K Buy
+13,466
New +$145K 0.03% 578
2024
Q3
Sell
-34,740
Closed -$577K 853
2024
Q2
$577K Buy
+34,740
New +$577K 0.16% 241
2023
Q3
Sell
-18,392
Closed -$218K 561
2023
Q2
$218K Sell
18,392
-55,212
-75% -$654K 0.12% 355
2023
Q1
$825K Buy
+73,604
New +$825K 0.26% 140