Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-442
Closed -$201K 689
2024
Q4
$201K Buy
+442
New +$201K 0.01% 653
2024
Q3
Sell
-443
Closed -$210K 684
2024
Q2
$210K Hold
443
0.01% 582
2024
Q1
$259K Buy
+443
New +$259K 0.02% 523