Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-941
Closed -$207K 48
2024
Q4
$207K Sell
941
-70
-7% -$15.4K 0.14% 49
2024
Q3
$223K Buy
+1,011
New +$223K 0.17% 47
2024
Q2
Sell
-1,198
Closed -$229K 57
2024
Q1
$229K Sell
1,198
-80
-6% -$15.3K 0.16% 56
2023
Q4
$209K Buy
+1,278
New +$209K 0.18% 73