Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$888K Sell
3,803
-5
-0.1% -$1.17K 0.05% 155
2024
Q4
$983K Sell
3,808
-5
-0.1% -$1.29K 0.06% 144
2024
Q3
$932K Buy
+3,813
New +$932K 0.05% 141