Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$256K Sell
2,034
-121
-6% -$15.2K 0.01% 926
2024
Q4
$302K Sell
2,155
-723
-25% -$101K 0.01% 798
2024
Q3
$370K Sell
2,878
-178
-6% -$22.9K 0.01% 652
2024
Q2
$436K Sell
3,056
-440
-13% -$62.7K 0.02% 575
2024
Q1
$583K Sell
3,496
-2
-0.1% -$334 0.03% 361
2023
Q4
$687K Sell
3,498
-176
-5% -$34.5K 0.04% 315
2023
Q3
$560K Buy
3,674
+153
+4% +$23.3K 0.04% 337
2023
Q2
$455K Hold
3,521
0.03% 394
2023
Q1
$458K Buy
+3,521
New +$458K 0.04% 384