Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,489
Closed -$121K 179
2024
Q4
$121K Buy
+2,489
New +$121K 0.08% 139
2023
Q4
Sell
-7,068
Closed -$473K 601
2023
Q3
$473K Buy
7,068
+5,478
+345% +$367K 0.06% 112
2023
Q2
$166K Buy
+1,590
New +$166K 0.03% 277