Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,840
Closed -$340K 1183
2024
Q4
$340K Buy
+2,840
New +$340K 0.01% 694
2024
Q3
Sell
-8,879
Closed -$838K 1078
2024
Q2
$838K Buy
8,879
+5,461
+160% +$515K 0.01% 505
2024
Q1
$378K Buy
+3,418
New +$378K 0.01% 831