Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,475
Closed -$135K 550
2024
Q4
$135K Buy
+10,475
New +$135K 0.04% 370
2024
Q3
Sell
-34,320
Closed -$484K 413
2024
Q2
$484K Buy
+34,320
New +$484K 0.18% 189
2023
Q2
Sell
-111,085
Closed -$1.03M 200
2023
Q1
$1.03M Buy
+111,085
New +$1.03M 0.34% 91