Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$274K Sell
31,630
-4,458
-12% -$38.7K 0.15% 160
2024
Q4
$438K Sell
36,088
-4,634
-11% -$56.3K 0.26% 105
2024
Q3
$685K Sell
40,722
-3,086
-7% -$51.9K 0.48% 69
2024
Q2
$685K Buy
43,808
+5,556
+15% +$86.8K 0.56% 61
2024
Q1
$472K Sell
38,252
-919
-2% -$11.3K 0.46% 79
2023
Q4
$788K Buy
+39,171
New +$788K 0.79% 42