Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-168
Closed -$22K 329
2024
Q4
$22K Buy
+168
New +$22K 0.01% 253
2024
Q2
Sell
-2,837
Closed -$346K 315
2024
Q1
$346K Sell
2,837
-3,131
-52% -$382K 0.08% 144
2023
Q4
$523K Buy
5,968
+3,334
+127% +$292K 0.11% 93
2023
Q3
$197K Buy
+2,634
New +$197K 0.03% 284