Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$291K Sell
2,197
-219
-9% -$29K 0.04% 247
2024
Q4
$280K Buy
2,416
+13
+0.5% +$1.5K 0.03% 212
2024
Q3
$291K Sell
2,403
-38
-2% -$4.6K 0.04% 205
2024
Q2
$243K Buy
+2,441
New +$243K 0.03% 234