Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,152
Closed -$202K 282
2024
Q4
$202K Buy
+3,152
New +$202K 0.12% 269
2024
Q1
Sell
-7,013
Closed -$267K 588
2023
Q4
$267K Sell
7,013
-1,448
-17% -$55.1K 0.08% 361
2023
Q3
$284K Buy
8,461
+224
+3% +$7.51K 0.14% 208
2023
Q2
$345K Buy
8,237
+396
+5% +$16.6K 0.16% 180
2023
Q1
$352K Sell
7,841
-676
-8% -$30.3K 0.24% 124
2022
Q4
$212K Buy
+8,517
New +$212K 0.17% 204