Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$803K Sell
3,004
-141
-4% -$37.7K 0.05% 159
2024
Q4
$748K Hold
3,145
0.04% 124
2024
Q3
$822K Buy
+3,145
New +$822K 0.04% 110