Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,456
Closed -$205K 152
2024
Q4
$205K Buy
5,456
+108
+2% +$4.05K 0.11% 129
2024
Q3
$223K Buy
+5,348
New +$223K 0.11% 118
2024
Q2
Sell
-4,898
Closed -$212K 133
2024
Q1
$212K Buy
4,898
+178
+4% +$7.72K 0.1% 120
2023
Q4
$207K Buy
+4,720
New +$207K 0.1% 115