Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,441
Closed -$199K 1694
2024
Q4
$199K Buy
9,441
+423
+5% +$8.92K 0.03% 832
2024
Q3
$219K Buy
9,018
+6,989
+344% +$170K 0.03% 639
2024
Q2
$44.4K Sell
2,029
-1,954
-49% -$42.8K 0.01% 1354
2024
Q1
$81.7K Buy
+3,983
New +$81.7K 0.01% 1123