Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,025
Closed -$167K 83
2024
Q4
$167K Hold
1,025
0.03% 72
2024
Q3
$200K Hold
1,025
0.04% 70
2024
Q2
$178K Hold
1,025
0.04% 68
2024
Q1
$173K Hold
1,025
0.04% 73
2023
Q4
$202K Buy
+1,025
New +$202K 0.05% 63