Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$270K Sell
2,720
-1,436
-35% -$143K 0.01% 906
2024
Q4
$594K Buy
4,156
+173
+4% +$24.7K 0.02% 566
2024
Q3
$458K Sell
3,983
-124
-3% -$14.3K 0.02% 600
2024
Q2
$533K Buy
4,107
+1,528
+59% +$198K 0.02% 522
2024
Q1
$319K Buy
2,579
+546
+27% +$67.5K 0.02% 538
2023
Q4
$247K Buy
+2,033
New +$247K 0.02% 590