Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$197K Sell
18,778
-12,091
-39% -$127K 0.03% 264
2024
Q4
$246K Sell
30,869
-1,890
-6% -$15.1K 0.03% 222
2024
Q3
$369K Buy
32,759
+9,867
+43% +$111K 0.04% 190
2024
Q2
$269K Buy
22,892
+12,336
+117% +$145K 0.03% 223
2024
Q1
$172K Buy
+10,556
New +$172K 0.02% 235