Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,050
Closed -$203K 712
2024
Q4
$203K Buy
+6,050
New +$203K 0.09% 591
2024
Q3
Sell
-4,548
Closed -$124K 709
2024
Q2
$124K Buy
4,548
+482
+12% +$13.1K 0.18% 215
2024
Q1
$64.7K Buy
4,066
+619
+18% +$9.85K 0.06% 632
2023
Q4
$81.5K Buy
+3,447
New +$81.5K 0.08% 484