Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$511K Sell
1,881
-95
-5% -$25.8K 0.29% 94
2024
Q4
$656K Buy
1,976
+14
+0.7% +$4.65K 0.39% 74
2024
Q3
$650K Sell
1,962
-264
-12% -$87.5K 0.45% 73
2024
Q2
$698K Sell
2,226
-855
-28% -$268K 0.57% 58
2024
Q1
$981K Sell
3,081
-121
-4% -$38.5K 0.95% 31
2023
Q4
$771K Buy
+3,202
New +$771K 0.77% 44