Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$221K Sell
34,354
-550
-2% -$3.53K ﹤0.01% 1186
2024
Q4
$332K Buy
34,904
+550
+2% +$5.23K ﹤0.01% 1060
2024
Q3
$281K Sell
34,354
-95
-0.3% -$776 ﹤0.01% 1121
2024
Q2
$466K Buy
34,449
+163
+0.5% +$2.21K ﹤0.01% 938
2024
Q1
$240K Sell
34,286
-98
-0.3% -$687 ﹤0.01% 1121
2023
Q4
$377K Sell
34,384
-29
-0.1% -$318 ﹤0.01% 977
2023
Q3
$378K Buy
34,413
+104
+0.3% +$1.14K ﹤0.01% 930
2023
Q2
$448K Hold
34,309
﹤0.01% 862
2023
Q1
$448K Buy
34,309
+17,166
+100% +$224K ﹤0.01% 867
2022
Q4
$187K Buy
+17,143
New +$187K ﹤0.01% 1109