Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$463K Sell
490
-24
-5% -$22.7K 0.12% 58
2024
Q4
$471K Buy
514
+2
+0.4% +$1.83K 0.12% 55
2024
Q3
$454K Hold
512
0.11% 56
2024
Q2
$435K Buy
512
+60
+13% +$51K 0.11% 53
2024
Q1
$331K Sell
452
-74
-14% -$54.2K 0.09% 62
2023
Q4
$348K Buy
526
+75
+17% +$49.6K 0.11% 57
2023
Q3
$255K Buy
+451
New +$255K 0.09% 70