Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-414
Closed -$59.2K 205
2024
Q4
$59.2K Buy
+414
New +$59.2K 0.04% 200
2024
Q3
Sell
-1,754
Closed -$227K 193
2024
Q2
$227K Sell
1,754
-362
-17% -$46.8K 0.07% 129
2024
Q1
$288K Buy
2,116
+1,274
+151% +$173K 0.06% 178
2023
Q4
$100K Buy
+842
New +$100K 0.02% 387
2023
Q2
Sell
-2,303
Closed -$199K 591
2023
Q1
$199K Buy
2,303
+1,329
+136% +$115K 0.07% 162
2022
Q4
$79K Buy
+974
New +$79K 0.06% 103