Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,012
Closed -$232K 290
2024
Q4
$232K Buy
1,012
+21
+2% +$4.82K 0.02% 279
2024
Q3
$276K Buy
991
+170
+21% +$47.3K 0.03% 252
2024
Q2
$205K Hold
821
0.02% 262
2024
Q1
$205K Buy
+821
New +$205K 0.03% 249
2023
Q4
Sell
-1,074
Closed -$236K 249
2023
Q3
$236K Buy
+1,074
New +$236K 0.03% 238