Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$202K Sell
830
-349
-30% -$85.1K 0.02% 366
2024
Q4
$332K Buy
1,179
+84
+8% +$23.6K 0.03% 266
2024
Q3
$300K Buy
1,095
+58
+6% +$15.9K 0.03% 286
2024
Q2
$311K Sell
1,037
-22
-2% -$6.6K 0.03% 266
2024
Q1
$307K Sell
1,059
-326
-24% -$94.5K 0.03% 263
2023
Q4
$350K Buy
1,385
+153
+12% +$38.7K 0.04% 226
2023
Q3
$326K Buy
1,232
+262
+27% +$69.4K 0.04% 229
2023
Q2
$240K Buy
+970
New +$240K 0.03% 293