Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$295K Sell
4,083
-623
-13% -$45K 0.01% 872
2024
Q4
$535K Buy
4,706
+597
+15% +$67.8K 0.02% 601
2024
Q3
$409K Buy
+4,109
New +$409K 0.01% 630