Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-849
Closed -$62.9K 231
2024
Q4
$62.9K Sell
849
-270
-24% -$20K 0.02% 94
2024
Q3
$71.4K Sell
1,119
-917
-45% -$58.6K 0.03% 97
2024
Q2
$94.5K Buy
+2,036
New +$94.5K 0.04% 88