Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-499
Closed -$209K 140
2024
Q4
$209K Hold
499
0.03% 164
2024
Q3
$238K Hold
499
0.04% 164
2024
Q2
$219K Hold
499
0.04% 164
2024
Q1
$232K Hold
499
0.04% 157
2023
Q4
$205K Buy
+499
New +$205K 0.04% 164
2023
Q2
Sell
-951
Closed -$338K 180
2023
Q1
$338K Buy
+951
New +$338K 0.09% 138