Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,167
Closed -$419K 186
2024
Q4
$419K Sell
1,167
-54
-4% -$19.4K 0.05% 232
2024
Q3
$422K Buy
1,221
+3
+0.2% +$1.04K 0.04% 224
2024
Q2
$358K Sell
1,218
-10
-0.8% -$2.94K 0.04% 237
2024
Q1
$344K Buy
+1,228
New +$344K 0.04% 271