Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-933
Closed -$396K 256
2024
Q4
$396K Hold
933
0.03% 164
2024
Q3
$439K Hold
933
0.03% 148
2024
Q2
$381K Hold
933
0.03% 134
2024
Q1
$407K Hold
933
0.03% 156
2023
Q4
$316K Hold
933
0.03% 138
2023
Q3
$276K Buy
+933
New +$276K 0.03% 155