Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,333
Closed -$92.8K 239
2024
Q4
$92.8K Buy
+13,333
New +$92.8K 0.01% 191
2024
Q2
Sell
-90,227
Closed -$1.08M 195
2024
Q1
$1.08M Sell
90,227
-36,284
-29% -$434K 0.22% 82
2023
Q4
$1.57M Buy
+126,511
New +$1.57M 0.34% 60