Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$298K Sell
777
-120
-13% -$46K 0.17% 153
2024
Q4
$399K Buy
897
+208
+30% +$92.5K 0.23% 115
2024
Q3
$357K Buy
689
+98
+17% +$50.7K 0.25% 111
2024
Q2
$328K Sell
591
-72
-11% -$40K 0.27% 102
2024
Q1
$307K Sell
663
-5
-0.7% -$2.31K 0.3% 95
2023
Q4
$399K Buy
+668
New +$399K 0.4% 79