Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$250K Sell
264
-48
-15% -$45.4K 0.3% 18
2024
Q4
$286K Hold
312
0.34% 16
2024
Q3
$277K Hold
312
0.38% 16
2024
Q2
$265K Buy
312
+1
+0.3% +$850 0.34% 16
2024
Q1
$228K Buy
311
+4
+1% +$2.93K 0.32% 20
2023
Q4
$203K Buy
+307
New +$203K 0.36% 20