Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,870
Closed -$380K 1159
2024
Q4
$380K Buy
+5,870
New +$380K 0.03% 846
2024
Q1
Sell
-8,625
Closed -$528K 1327
2023
Q4
$528K Buy
+8,625
New +$528K 0.05% 574
2023
Q3
Sell
-6,730
Closed -$390K 1025
2023
Q2
$390K Buy
+6,730
New +$390K 0.04% 671
2023
Q1
Sell
-7,827
Closed -$505K 1149
2022
Q4
$505K Buy
+7,827
New +$505K 0.07% 429