Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,201
Closed -$219K 95
2024
Q4
$219K Buy
2,201
+69
+3% +$6.86K 0.09% 83
2024
Q3
$242K Buy
2,132
+466
+28% +$52.9K 0.1% 69
2024
Q2
$206K Sell
1,666
-28
-2% -$3.47K 0.09% 69
2024
Q1
$224K Buy
+1,694
New +$224K 0.11% 60
2023
Q4
Sell
-2,364
Closed -$243K 79
2023
Q3
$243K Buy
2,364
+503
+27% +$51.8K 0.14% 59
2023
Q2
$215K Buy
+1,861
New +$215K 0.13% 54