Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-452
Closed -$201K 122
2024
Q4
$201K Sell
452
-13
-3% -$5.78K 0.14% 118
2024
Q3
$241K Hold
465
0.17% 111
2024
Q2
$258K Hold
465
0.19% 103
2024
Q1
$235K Hold
465
0.18% 106
2023
Q4
$277K Hold
465
0.22% 96
2023
Q3
$237K Sell
465
-30
-6% -$15.3K 0.21% 96
2023
Q2
$242K Buy
+495
New +$242K 0.2% 102
2022
Q2
Sell
-544
Closed -$248K 105
2022
Q1
$248K Hold
544
0.23% 90
2021
Q4
$309K Hold
544
0.27% 78
2021
Q3
$313K Buy
+544
New +$313K 0.3% 73
2021
Q1
$240K Buy
+505
New +$240K 0.24% 92