Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$101K Sell
11,649
-183
-2% -$1.59K 0.01% 373
2024
Q4
$147K Buy
11,832
+626
+6% +$7.79K 0.01% 366
2024
Q3
$130K Buy
11,206
+94
+0.8% +$1.09K 0.01% 371
2024
Q2
$118K Buy
+11,112
New +$118K 0.01% 345