Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$300K Sell
2,045
-100
-5% -$14.7K 0.26% 81
2024
Q4
$277K Buy
2,145
+1
+0% +$129 0.24% 81
2024
Q3
$271K Buy
+2,144
New +$271K 0.23% 82