Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,634
Closed -$206K 481
2024
Q4
$206K Sell
13,634
-20,708
-60% -$314K 0.03% 370
2024
Q3
$556K Buy
34,342
+5,998
+21% +$97.1K 0.07% 220
2024
Q2
$454K Buy
28,344
+18,124
+177% +$290K 0.06% 232
2024
Q1
$218K Buy
+10,220
New +$218K 0.03% 308