Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-488
Closed -$222K 152
2024
Q4
$222K Sell
488
-25
-5% -$11.4K 0.09% 141
2024
Q3
$224K Hold
513
0.09% 144
2024
Q2
$243K Sell
513
-23
-4% -$10.9K 0.1% 141
2024
Q1
$314K Sell
536
-29
-5% -$17K 0.13% 129
2023
Q4
$248K Sell
565
-40
-7% -$17.5K 0.12% 140
2023
Q3
$241K Sell
605
-85
-12% -$33.9K 0.12% 134
2023
Q2
$236K Buy
+690
New +$236K 0.12% 141