Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-33
Closed -$270K 111
2024
Q4
$270K Hold
33
0.04% 104
2024
Q3
$324K Hold
33
0.05% 101
2024
Q2
$250K Hold
33
0.04% 103
2024
Q1
$267K Buy
+33
New +$267K 0.04% 99