Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,860
Closed -$193K 813
2024
Q4
$193K Buy
3,860
+615
+19% +$30.8K 0.01% 372
2024
Q3
$215K Buy
+3,245
New +$215K 0.01% 372
2024
Q2
Sell
-3,305
Closed -$201K 595
2024
Q1
$201K Buy
+3,305
New +$201K 0.01% 369