Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-28,993
Closed -$118K 2446
2024
Q4
$118K Sell
28,993
-84,273
-74% -$343K 0.01% 1721
2024
Q3
$495K Buy
113,266
+66,583
+143% +$291K 0.04% 826
2024
Q2
$190K Buy
+46,683
New +$190K 0.02% 1260
2024
Q1
Sell
-45,826
Closed -$127K 1865
2023
Q4
$127K Buy
+45,826
New +$127K 0.03% 1077