Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$530K Sell
11,272
-297
-3% -$14K ﹤0.01% 890
2024
Q4
$652K Buy
11,569
+5
+0% +$282 ﹤0.01% 845
2024
Q3
$596K Buy
11,564
+334
+3% +$17.2K ﹤0.01% 875
2024
Q2
$558K Buy
+11,230
New +$558K ﹤0.01% 868