Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-542
Closed -$219K 252
2024
Q4
$219K Sell
542
-237
-30% -$95.8K 0.06% 247
2024
Q3
$393K Sell
779
-295
-27% -$149K 0.15% 129
2024
Q2
$462K Buy
1,074
+330
+44% +$142K 0.24% 89
2024
Q1
$282K Buy
+744
New +$282K 0.26% 111