Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-679
Closed -$115K 282
2024
Q4
$115K Sell
679
-162
-19% -$27.5K 0.07% 82
2024
Q3
$146K Buy
841
+86
+11% +$14.9K 0.07% 85
2024
Q2
$130K Hold
755
0.07% 98
2024
Q1
$197K Sell
755
-35
-4% -$9.12K 0.12% 56
2023
Q4
$158K Buy
790
+65
+9% +$13K 0.12% 92
2023
Q3
$123K Buy
+725
New +$123K 0.13% 77