Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-58,634
Closed -$237K 708
2024
Q4
$237K Buy
58,634
+14,116
+32% +$57.2K 0.08% 510
2024
Q3
$184K Buy
+44,518
New +$184K 0.04% 771
2024
Q1
Sell
-70,142
Closed -$251K 884
2023
Q4
$251K Buy
+70,142
New +$251K 0.12% 281