Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$488K Buy
2,966
+139
+5% +$22.9K 0.04% 212
2024
Q4
$461K Sell
2,827
-174
-6% -$28.4K 0.03% 188
2024
Q3
$586K Buy
3,001
+313
+12% +$61.2K 0.04% 157
2024
Q2
$466K Buy
2,688
+178
+7% +$30.9K 0.04% 176
2024
Q1
$425K Buy
2,510
+68
+3% +$11.5K 0.04% 160
2023
Q4
$482K Buy
+2,442
New +$482K 0.05% 127
2022
Q1
Sell
-943
Closed -$230K 139
2021
Q4
$230K Buy
+943
New +$230K 0.03% 126