Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-27,273
Closed -$215K 577
2024
Q4
$215K Buy
+27,273
New +$215K 0.06% 346
2024
Q1
Sell
-93,108
Closed -$961K 317
2023
Q4
$961K Buy
93,108
+75,202
+420% +$776K 0.34% 93
2023
Q3
$126K Buy
+17,906
New +$126K 0.04% 212