Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$413K Sell
6,136
-1,355
-18% -$91.2K 0.09% 153
2024
Q4
$567K Buy
+7,491
New +$567K 0.13% 118
2024
Q2
Sell
-6,152
Closed -$578K 192
2024
Q1
$578K Sell
6,152
-47
-0.8% -$4.42K 0.17% 106
2023
Q4
$673K Buy
6,199
+1
+0% +$109 0.21% 89
2023
Q3
$593K Buy
+6,198
New +$593K 0.2% 86
2023
Q2
Sell
-5,035
Closed -$617K 157
2023
Q1
$617K Sell
5,035
-30
-0.6% -$3.68K 0.24% 78
2022
Q4
$595K Buy
+5,065
New +$595K 0.26% 76