Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$217K Sell
720
-177
-20% -$53.4K 0.03% 263
2024
Q4
$248K Sell
897
-18
-2% -$4.98K 0.03% 221
2024
Q3
$264K Buy
915
+52
+6% +$15K 0.03% 212
2024
Q2
$220K Buy
+863
New +$220K 0.02% 243