Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-277
Closed -$50.9K 273
2024
Q4
$50.9K Buy
+277
New +$50.9K 0.03% 211
2023
Q4
Sell
-1,525
Closed -$216K 678
2023
Q3
$216K Buy
+1,525
New +$216K 0.03% 270
2023
Q2
Sell
-2,022
Closed -$259K 657
2023
Q1
$259K Buy
+2,022
New +$259K 0.08% 108