Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-565
Closed -$356K 562
2024
Q4
$356K Buy
565
+3
+0.5% +$1.89K 0.02% 447
2024
Q3
$435K Buy
+562
New +$435K 0.03% 411
2024
Q2
Sell
-619
Closed -$441K 377
2024
Q1
$441K Buy
619
+14
+2% +$9.98K 0.04% 357
2023
Q4
$352K Buy
605
+7
+1% +$4.07K 0.03% 400
2023
Q3
$274K Buy
+598
New +$274K 0.03% 408