Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$398K Sell
10,276
-1,243
-11% -$48.2K 0.22% 124
2024
Q4
$390K Buy
11,519
+108
+0.9% +$3.65K 0.23% 117
2024
Q3
$466K Sell
11,411
-846
-7% -$34.6K 0.33% 89
2024
Q2
$472K Sell
12,257
-5,064
-29% -$195K 0.38% 82
2024
Q1
$718K Sell
17,321
-2,368
-12% -$98.1K 0.69% 49
2023
Q4
$730K Buy
+19,689
New +$730K 0.73% 49