Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$228K Buy
4,517
+51
+1% +$2.57K 0.02% 343
2024
Q4
$203K Buy
4,466
+3
+0.1% +$136 0.02% 364
2024
Q3
$212K Sell
4,463
-248
-5% -$11.8K 0.02% 355
2024
Q2
$216K Buy
4,711
+41
+0.9% +$1.88K 0.02% 329
2024
Q1
$202K Buy
+4,670
New +$202K 0.02% 342
2023
Q3
Sell
-5,988
Closed -$200K 393
2023
Q2
$200K Sell
5,988
-243
-4% -$8.12K 0.02% 336
2023
Q1
$202K Buy
+6,231
New +$202K 0.03% 324