Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$200K Sell
762
-287
-27% -$75.4K 0.01% 1013
2024
Q4
$274K Buy
+1,049
New +$274K 0.01% 839
2023
Q1
Sell
-868
Closed -$256K 666
2022
Q4
$256K Buy
+868
New +$256K 0.02% 443
2022
Q3
Sell
-1,073
Closed -$234K 603
2022
Q2
$234K Sell
1,073
-60
-5% -$13.1K 0.02% 455
2022
Q1
$302K Sell
1,133
-226
-17% -$60.2K 0.03% 419
2021
Q4
$362K Buy
+1,359
New +$362K 0.03% 364