Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$347K Buy
990
+24
+2% +$8.41K 0.09% 71
2024
Q4
$305K Buy
966
+4
+0.4% +$1.26K 0.08% 77
2024
Q3
$265K Hold
962
0.06% 85
2024
Q2
$252K Hold
962
0.07% 84
2024
Q1
$268K Hold
962
0.07% 71
2023
Q4
$250K Buy
+962
New +$250K 0.08% 71