Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-771
Closed -$217K 191
2024
Q4
$217K Buy
771
+28
+4% +$7.88K 0.06% 171
2024
Q3
$203K Buy
743
+56
+8% +$15.3K 0.05% 176
2024
Q2
$206K Buy
+687
New +$206K 0.06% 165