Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$510K Hold
2,988
0.14% 51
2024
Q4
$529K Buy
2,988
+69
+2% +$12.2K 0.13% 50
2024
Q3
$444K Sell
2,919
-50
-2% -$7.6K 0.1% 57
2024
Q2
$540K Buy
+2,969
New +$540K 0.14% 45