Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,445
Closed -$241K 149
2024
Q4
$241K Buy
1,445
+14
+1% +$2.33K 0.07% 134
2024
Q3
$244K Buy
1,431
+10
+0.7% +$1.7K 0.1% 98
2024
Q2
$201K Buy
+1,421
New +$201K 0.07% 126
2023
Q1
Sell
-1,482
Closed -$121K 550
2022
Q4
$121K Buy
+1,482
New +$121K 0.06% 107