Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$159K Buy
30,234
+1,119
+4% +$5.9K 0.01% 240
2024
Q4
$129K Sell
29,115
-705
-2% -$3.12K 0.01% 246
2024
Q3
$130K Sell
29,820
-3,120
-9% -$13.6K 0.01% 227
2024
Q2
$125K Sell
32,940
-3,072
-9% -$11.6K 0.01% 206
2024
Q1
$127K Buy
+36,012
New +$127K 0.01% 192
2023
Q4
Sell
-21,523
Closed -$80.5K 196
2023
Q3
$80.5K Buy
+21,523
New +$80.5K 0.01% 175