Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,822
Closed -$216K 186
2024
Q4
$216K Buy
2,822
+19
+0.7% +$1.45K 0.07% 170
2024
Q3
$219K Buy
+2,803
New +$219K 0.06% 181
2024
Q2
Sell
-2,783
Closed -$226K 193
2024
Q1
$226K Buy
2,783
+1
+0% +$81 0.08% 167
2023
Q4
$203K Buy
+2,782
New +$203K 0.08% 163
2023
Q3
Sell
-2,779
Closed -$206K 177
2023
Q2
$206K Buy
2,779
+2
+0.1% +$148 0.08% 170
2023
Q1
$215K Buy
+2,777
New +$215K 0.09% 159