Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,993
Closed -$251K 1401
2024
Q4
$251K Sell
5,993
-1,844
-24% -$77.2K 0.01% 785
2024
Q3
$253K Buy
+7,837
New +$253K 0.01% 705
2023
Q2
Sell
-16,714
Closed -$578K 1540
2023
Q1
$578K Buy
+16,714
New +$578K 0.06% 305