Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-35,000
Closed -$450K 62
2024
Q4
$450K Buy
+35,000
New +$450K 1% 29
2023
Q4
Sell
-3,252
Closed -$49.4K 498
2023
Q3
$49.4K Buy
3,252
+1,555
+92% +$23.6K 0.03% 192
2023
Q2
$35.2K Buy
+1,697
New +$35.2K 0.03% 263