Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$572K Sell
3,477
-15
-0.4% -$2.47K 1.37% 25
2024
Q4
$569K Buy
3,492
+24
+0.7% +$3.91K 1.56% 20
2024
Q3
$678K Sell
3,468
-72
-2% -$14.1K 1.88% 16
2024
Q2
$614K Sell
3,540
-178
-5% -$30.9K 1.79% 21
2024
Q1
$629K Buy
+3,718
New +$629K 0.38% 62