Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,352
Closed -$199K 1050
2024
Q4
$199K Sell
2,352
-2,016
-46% -$171K 0.01% 379
2024
Q3
$269K Buy
+4,368
New +$269K 0.01% 367
2024
Q2
Sell
-17,004
Closed -$841K 980
2024
Q1
$841K Buy
+17,004
New +$841K 0.03% 259