Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$131K Buy
12,826
+226
+2% +$2.31K 0.03% 250
2024
Q4
$125K Buy
+12,600
New +$125K 0.03% 246
2024
Q2
Sell
-43,587
Closed -$579K 148
2024
Q1
$579K Buy
43,587
+25,226
+137% +$335K 0.17% 105
2023
Q4
$224K Sell
18,361
-153
-0.8% -$1.87K 0.07% 197
2023
Q3
$230K Buy
+18,514
New +$230K 0.08% 177
2023
Q2
Sell
-29,094
Closed -$367K 122
2023
Q1
$367K Buy
29,094
+481
+2% +$6.07K 0.14% 110
2022
Q4
$320K Buy
+28,613
New +$320K 0.14% 114