Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,576
Closed -$219K 427
2024
Q4
$219K Buy
+4,576
New +$219K 0.13% 235
2024
Q2
Sell
-5,961
Closed -$278K 763
2024
Q1
$278K Buy
+5,961
New +$278K 0.1% 300
2023
Q2
Sell
-9,316
Closed -$370K 511
2023
Q1
$370K Buy
9,316
+2,458
+36% +$97.6K 0.26% 107
2022
Q4
$283K Buy
+6,858
New +$283K 0.23% 138