Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-597
Closed -$147K 180
2024
Q4
$147K Hold
597
0.05% 67
2024
Q3
$137K Hold
597
0.05% 65
2024
Q2
$120K Hold
597
0.04% 66
2024
Q1
$116K Buy
+597
New +$116K 0.04% 65