Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$211K Buy
1,768
+16
+0.9% +$1.91K 0.02% 357
2024
Q4
$203K Sell
1,752
-7
-0.4% -$812 0.02% 361
2024
Q3
$238K Hold
1,759
0.02% 332
2024
Q2
$239K Buy
1,759
+15
+0.9% +$2.03K 0.02% 311
2024
Q1
$225K Buy
+1,744
New +$225K 0.02% 317