Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$293K Hold
403
0.07% 198
2024
Q4
$254K Buy
+403
New +$254K 0.06% 214
2024
Q2
Sell
-403
Closed -$282K 180
2024
Q1
$282K Buy
403
+9
+2% +$6.3K 0.08% 187
2023
Q4
$229K Buy
+394
New +$229K 0.07% 194