Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,130
Closed -$347K 331
2024
Q4
$347K Buy
10,130
+2,700
+36% +$92.4K 0.26% 157
2024
Q3
$269K Buy
+7,430
New +$269K 0.15% 230
2024
Q2
Sell
-6,588
Closed -$227K 237
2024
Q1
$227K Buy
+6,588
New +$227K 0.13% 219