Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$417K Sell
4,280
-2,713
-39% -$264K 0.01% 301
2024
Q4
$712K Sell
6,993
-381
-5% -$38.8K 0.01% 244
2024
Q3
$825K Sell
7,374
-713
-9% -$79.8K 0.01% 236
2024
Q2
$772K Sell
8,087
-1,556
-16% -$149K 0.01% 230
2024
Q1
$855K Sell
9,643
-2,801
-23% -$248K 0.02% 221
2023
Q4
$1.02M Buy
+12,444
New +$1.02M 0.02% 203