Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,647
Closed -$222K 247
2024
Q4
$222K Hold
1,647
0.07% 205
2024
Q3
$222K Buy
1,647
+2
+0.1% +$270 0.07% 206
2024
Q2
$223K Hold
1,645
0.08% 198
2024
Q1
$213K Buy
+1,645
New +$213K 0.08% 207