Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-466
Closed -$207K 259
2024
Q4
$207K Buy
466
+4
+0.9% +$1.78K 0.05% 236
2024
Q3
$239K Buy
462
+9
+2% +$4.66K 0.09% 116
2024
Q2
$252K Hold
453
0.11% 102
2024
Q1
$229K Buy
453
+25
+6% +$12.6K 0.07% 205
2023
Q4
$255K Buy
428
+15
+4% +$8.94K 0.08% 181
2023
Q3
$211K Buy
+413
New +$211K 0.07% 190