Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,287
Closed -$307K 105
2024
Q4
$307K Sell
2,287
-211
-8% -$28.3K 0.06% 79
2024
Q3
$303K Buy
2,498
+198
+9% +$24K 0.06% 82
2024
Q2
$284K Buy
+2,300
New +$284K 0.06% 82