Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$157K Buy
23,892
+108
+0.5% +$710 ﹤0.01% 1023
2024
Q4
$165K Sell
23,784
-4,225
-15% -$29.3K 0.01% 951
2024
Q3
$258K Buy
28,009
+3,674
+15% +$33.8K 0.01% 771
2024
Q2
$218K Buy
+24,335
New +$218K 0.01% 785