Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$321K Sell
3,288
-1,464
-31% -$143K 0.01% 850
2024
Q4
$485K Buy
4,752
+458
+11% +$46.7K 0.02% 631
2024
Q3
$481K Sell
4,294
-56
-1% -$6.27K 0.02% 584
2024
Q2
$416K Buy
+4,350
New +$416K 0.02% 594