Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$479K Hold
18,961
0.01% 737
2024
Q4
$652K Hold
18,961
0.02% 539
2024
Q3
$937K Sell
18,961
-32
-0.2% -$1.58K 0.03% 404
2024
Q2
$1.14M Buy
+18,993
New +$1.14M 0.05% 334