Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,500
Closed -$279K 256
2024
Q4
$279K Sell
9,500
-29,100
-75% -$856K 0.03% 215
2024
Q3
$1.12M Sell
38,600
-3,700
-9% -$107K 0.07% 181
2024
Q2
$1.59M Buy
+42,300
New +$1.59M 0.13% 134
2024
Q1
Hold
0
258