Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,275
Closed -$224K 667
2024
Q4
$224K Sell
1,275
-1,204
-49% -$211K 0.01% 591
2024
Q3
$520K Sell
2,479
-68
-3% -$14.3K 0.02% 436
2024
Q2
$451K Sell
2,547
-50
-2% -$8.86K 0.02% 436
2024
Q1
$617K Sell
2,597
-245
-9% -$58.2K 0.02% 386
2023
Q4
$553K Sell
2,842
-80
-3% -$15.6K 0.02% 414
2023
Q3
$550K Sell
2,922
-202
-6% -$38K 0.02% 407
2023
Q2
$569K Buy
3,124
+34
+1% +$6.19K 0.02% 415
2023
Q1
$568K Buy
+3,090
New +$568K 0.02% 407