Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,160
Closed -$243K 546
2024
Q4
$243K Sell
1,160
-469
-29% -$98.4K 0.03% 457
2024
Q3
$468K Buy
1,629
+539
+49% +$155K 0.06% 330
2024
Q2
$342K Buy
1,090
+387
+55% +$121K 0.07% 282
2024
Q1
$236K Buy
+703
New +$236K 0.05% 357