Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,618
Closed -$209K 33
2024
Q4
$209K Buy
1,618
+1
+0.1% +$129 0.11% 26
2024
Q3
$221K Buy
+1,617
New +$221K 0.12% 22
2022
Q4
Sell
-4,691
Closed -$433K 24
2022
Q3
$433K Buy
+4,691
New +$433K 1.54% 15