Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,138
Closed -$224K 623
2024
Q4
$224K Buy
1,138
+289
+34% +$56.8K 0.02% 487
2024
Q3
$201K Sell
849
-118
-12% -$28K 0.02% 443
2024
Q2
$204K Buy
967
+97
+11% +$20.5K 0.02% 423
2024
Q1
$220K Buy
+870
New +$220K 0.02% 412