Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,476
Closed -$281K 2973
2024
Q4
$281K Buy
12,476
+3,224
+35% +$72.6K 0.02% 1272
2024
Q3
$206K Sell
9,252
-7,960
-46% -$177K 0.01% 1429
2024
Q2
$314K Buy
+17,212
New +$314K 0.03% 929