Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,189
Closed -$244K 151
2024
Q4
$244K Buy
1,189
+833
+234% +$171K 0.07% 94
2024
Q3
$59.3K Sell
356
-57
-14% -$9.5K 0.02% 107
2024
Q2
$59.1K Sell
413
-497
-55% -$71.1K 0.02% 114
2024
Q1
$181K Buy
910
+297
+48% +$59.1K 0.06% 90
2023
Q4
$127K Buy
+613
New +$127K 0.05% 90
2020
Q2
Sell
-600
Closed -$121K 164
2020
Q1
$121K Buy
+600
New +$121K 0.09% 81