Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-127
Closed -$1.04M 846
2024
Q4
$1.04M Hold
127
0.01% 573
2024
Q3
$1.25M Buy
127
+9
+8% +$88.3K 0.01% 553
2024
Q2
$895K Buy
+118
New +$895K 0.01% 590