Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,315
Closed -$145K 116
2024
Q4
$145K Buy
+2,315
New +$145K 0.04% 109
2024
Q3
Sell
-3,096
Closed -$223K 124
2024
Q2
$223K Hold
3,096
0.08% 110
2024
Q1
$208K Buy
3,096
+55
+2% +$3.69K 0.06% 119
2023
Q4
$200K Buy
+3,041
New +$200K 0.05% 114