Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.08M Sell
149
-29
-16% -$210K 0.03% 441
2024
Q4
$1.46M Hold
178
0.05% 337
2024
Q3
$1.75M Sell
178
-9
-5% -$88.3K 0.06% 268
2024
Q2
$1.42M Buy
+187
New +$1.42M 0.06% 290