Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-36
Closed -$294K 201
2024
Q4
$294K Hold
36
0.12% 163
2024
Q3
$353K Sell
36
-2
-5% -$19.6K 0.14% 146
2024
Q2
$288K Hold
38
0.12% 157
2024
Q1
$308K Hold
38
0.13% 152
2023
Q4
$266K Buy
+38
New +$266K 0.11% 166