Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-41,134
Closed -$324K 767
2024
Q4
$324K Sell
41,134
-69,859
-63% -$550K 0.09% 403
2024
Q3
$1.39M Buy
110,993
+26,431
+31% +$331K 0.28% 113
2024
Q2
$508K Buy
84,562
+52,367
+163% +$315K 0.1% 324
2024
Q1
$214K Buy
32,195
+21,895
+213% +$146K 0.11% 360
2023
Q4
$106K Buy
+10,300
New +$106K 0.11% 270