Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-54,264
Closed -$178K 3156
2024
Q4
$178K Buy
54,264
+17,383
+47% +$57K 0.01% 1587
2024
Q3
$132K Buy
+36,881
New +$132K 0.01% 1549
2023
Q2
Sell
-27,366
Closed -$160K 1880
2023
Q1
$160K Buy
+27,366
New +$160K 0.03% 1014
2022
Q4
Sell
-12,429
Closed -$70K 1535
2022
Q3
$70K Buy
+12,429
New +$70K 0.02% 995