Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-469
Closed -$249K 1433
2024
Q4
$249K Sell
469
-15
-3% -$7.97K 0.03% 285
2024
Q3
$291K Buy
484
+55
+13% +$33.1K 0.05% 235
2024
Q2
$231K Buy
429
+417
+3,475% +$225K 0.03% 393
2024
Q1
$7.69K Sell
12
-316
-96% -$202K 0.01% 306
2023
Q4
$192K Buy
328
+86
+36% +$50.3K 0.03% 296
2023
Q3
$126K Buy
+242
New +$126K 0.04% 363