Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$245K Sell
746
-93
-11% -$30.6K 0.02% 209
2024
Q4
$232K Buy
839
+51
+6% +$14.1K 0.01% 209
2024
Q3
$273K Buy
788
+34
+5% +$11.8K 0.02% 181
2024
Q2
$249K Sell
754
-26
-3% -$8.59K 0.02% 177
2024
Q1
$283K Sell
780
-65
-8% -$23.6K 0.02% 157
2023
Q4
$253K Sell
845
-162
-16% -$48.5K 0.02% 159
2023
Q3
$288K Sell
1,007
-73
-7% -$20.9K 0.03% 145
2023
Q2
$303K Buy
+1,080
New +$303K 0.03% 131
2023
Q1
Sell
-796
Closed -$264K 165
2022
Q4
$264K Sell
796
-18
-2% -$5.96K 0.03% 138
2022
Q3
$250K Buy
814
+17
+2% +$5.22K 0.03% 132
2022
Q2
$218K Buy
+797
New +$218K 0.03% 137