Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,933
Closed -$23.9K 176
2024
Q4
$23.9K Buy
12,933
+1,038
+9% +$1.92K 0.02% 167
2024
Q3
$29K Buy
+11,895
New +$29K 0.02% 172
2023
Q4
Sell
-11,211
Closed -$28.9K 151
2023
Q3
$28.9K Buy
11,211
+507
+5% +$1.31K 0.03% 128
2023
Q2
$34K Buy
+10,704
New +$34K 0.04% 112