Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,064
Closed -$50.1K 325
2024
Q4
$50.1K Buy
5,064
+38
+0.8% +$376 0.03% 222
2024
Q3
$55.8K Buy
5,026
+37
+0.7% +$411 0.03% 216
2024
Q2
$62.6K Sell
4,989
-4,343
-47% -$54.5K 0.05% 217
2024
Q1
$124K Buy
9,332
+76
+0.8% +$1.01K 0.09% 144
2023
Q4
$113K Buy
+9,256
New +$113K 0.09% 138