Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,607
Closed -$317K 651
2024
Q4
$317K Sell
1,607
-35
-2% -$6.91K 0.01% 528
2024
Q3
$257K Sell
1,642
-270
-14% -$42.3K 0.01% 582
2024
Q2
$267K Sell
1,912
-78
-4% -$10.9K 0.01% 546
2024
Q1
$236K Sell
1,990
-165
-8% -$19.6K 0.01% 558
2023
Q4
$229K Buy
+2,155
New +$229K 0.01% 542
2022
Q2
Sell
-2,496
Closed -$209K 501
2022
Q1
$209K Sell
2,496
-180
-7% -$15.1K 0.01% 490
2021
Q4
$227K Buy
+2,676
New +$227K 0.01% 502