Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-731
Closed -$242K 124
2024
Q4
$242K Sell
731
-80
-10% -$26.5K 0.02% 114
2024
Q3
$268K Buy
+811
New +$268K 0.03% 116
2023
Q2
Sell
-1,704
Closed -$291K 121
2023
Q1
$291K Sell
1,704
-366
-18% -$62.5K 0.04% 112
2022
Q4
$324K Buy
+2,070
New +$324K 0.04% 109