Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-464
Closed -$206K 35
2024
Q4
$206K Sell
464
-13
-3% -$5.78K 0.11% 32
2024
Q3
$247K Buy
477
+3
+0.6% +$1.55K 0.13% 33
2024
Q2
$263K Buy
474
+37
+8% +$20.6K 0.15% 32
2024
Q1
$221K Buy
437
+14
+3% +$7.06K 0.12% 45
2023
Q4
$252K Buy
+423
New +$252K 0.16% 38