Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$213K Sell
2,299
-1,943
-46% -$180K 0.01% 992
2024
Q4
$453K Buy
4,242
+1,008
+31% +$108K 0.01% 657
2024
Q3
$334K Buy
3,234
+672
+26% +$69.4K 0.01% 692
2024
Q2
$226K Buy
2,562
+173
+7% +$15.3K 0.01% 774
2024
Q1
$234K Buy
+2,389
New +$234K 0.01% 639