Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-482
Closed -$220K 543
2024
Q4
$220K Buy
482
+7
+1% +$3.19K 0.03% 458
2024
Q3
$208K Buy
475
+14
+3% +$6.12K 0.02% 495
2024
Q2
$219K Sell
461
-6
-1% -$2.85K 0.03% 461
2024
Q1
$273K Sell
467
-15
-3% -$8.78K 0.04% 422
2023
Q4
$211K Buy
+482
New +$211K 0.03% 474