Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$201K Sell
1,212
-235
-16% -$39K 0.04% 105
2024
Q4
$286K Sell
1,447
-99
-6% -$19.6K 0.06% 92
2024
Q3
$268K Buy
+1,546
New +$268K 0.06% 98
2023
Q3
Sell
-133
Closed -$13K 510
2023
Q2
$13K Buy
+133
New +$13K 0.01% 308