Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,523
Closed -$219K 242
2024
Q4
$219K Sell
1,523
-4,729
-76% -$681K 0.04% 215
2024
Q3
$749K Sell
6,252
-2,067
-25% -$248K 0.14% 77
2024
Q2
$905K Buy
8,319
+2,417
+41% +$263K 0.19% 60
2024
Q1
$791K Buy
5,902
+2,191
+59% +$293K 0.17% 71
2023
Q4
$473K Buy
+3,711
New +$473K 0.13% 81