Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,797
Closed -$216K 312
2024
Q4
$216K Sell
10,797
-6,933
-39% -$139K 0.05% 275
2024
Q3
$416K Buy
17,730
+266
+2% +$6.24K 0.09% 152
2024
Q2
$541K Buy
17,464
+5,040
+41% +$156K 0.13% 117
2024
Q1
$549K Buy
12,424
+1,077
+9% +$47.6K 0.13% 123
2023
Q4
$570K Buy
+11,347
New +$570K 0.14% 134