Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-152
Closed -$95.8K 144
2024
Q4
$95.8K Hold
152
0.03% 78
2024
Q3
$118K Hold
152
0.04% 68
2024
Q2
$125K Buy
+152
New +$125K 0.05% 64