Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,752
Closed -$346K 109
2024
Q4
$346K Sell
1,752
-546
-24% -$108K 0.12% 71
2024
Q3
$399K Sell
2,298
-214
-9% -$37.2K 0.1% 108
2024
Q2
$437K Buy
2,512
+18
+0.7% +$3.13K 0.11% 96
2024
Q1
$339K Buy
2,494
+154
+7% +$21K 0.09% 112
2023
Q4
$243K Sell
2,340
-160
-6% -$16.6K 0.07% 134
2023
Q3
$217K Buy
2,500
+1
+0% +$87 0.07% 132
2023
Q2
$252K Buy
+2,499
New +$252K 0.08% 125