Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,438
Closed -$205K 455
2024
Q4
$205K Sell
1,438
-1,547
-52% -$221K 0.06% 381
2024
Q3
$343K Buy
+2,985
New +$343K 0.11% 312
2024
Q2
Sell
-1,703
Closed -$210K 329
2024
Q1
$210K Buy
+1,703
New +$210K 0.19% 257
2023
Q2
Sell
-5,420
Closed -$394K 397
2023
Q1
$394K Buy
+5,420
New +$394K 0.23% 198
2022
Q2
Sell
-1,604
Closed -$243K 238
2022
Q1
$243K Buy
+1,604
New +$243K 0.13% 307