Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,217
Closed -$40.1K 355
2024
Q4
$40.1K Hold
1,217
0.03% 167
2024
Q3
$44K Hold
1,217
0.04% 164
2024
Q2
$46.2K Buy
+1,217
New +$46.2K 0.04% 163