Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$439K Sell
1,802
-166
-8% -$40.5K 0.25% 112
2024
Q4
$554K Sell
1,968
-77
-4% -$21.7K 0.33% 84
2024
Q3
$560K Sell
2,045
-139
-6% -$38K 0.39% 80
2024
Q2
$655K Sell
2,184
-815
-27% -$244K 0.53% 64
2024
Q1
$785K Sell
2,999
-99
-3% -$25.9K 0.76% 43
2023
Q4
$784K Buy
+3,098
New +$784K 0.79% 43