Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,168
Closed -$232K 164
2024
Q4
$232K Buy
+2,168
New +$232K 0.13% 212
2024
Q2
Sell
-4,923
Closed -$483K 484
2024
Q1
$483K Buy
4,923
+582
+13% +$57.1K 0.18% 145
2023
Q4
$401K Buy
+4,341
New +$401K 0.13% 223