Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$469K Sell
4,936
-76
-2% -$7.22K 0.01% 743
2024
Q4
$425K Buy
5,012
+422
+9% +$35.8K 0.01% 677
2024
Q3
$459K Buy
4,590
+255
+6% +$25.5K 0.02% 599
2024
Q2
$386K Buy
4,335
+990
+30% +$88.2K 0.02% 616
2024
Q1
$279K Buy
3,345
+112
+3% +$9.33K 0.02% 580
2023
Q4
$253K Sell
3,233
-306
-9% -$23.9K 0.02% 586
2023
Q3
$273K Sell
3,539
-44
-1% -$3.39K 0.02% 521
2023
Q2
$294K Sell
3,583
-67
-2% -$5.5K 0.02% 505
2023
Q1
$257K Buy
+3,650
New +$257K 0.02% 531