Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9
Closed -$496 1274
2024
Q4
$496 Hold
9
﹤0.01% 802
2024
Q3
$603 Sell
9
-6
-40% -$402 ﹤0.01% 835
2024
Q2
$832 Sell
15
-2
-12% -$111 ﹤0.01% 747
2024
Q1
$870 Hold
17
﹤0.01% 790
2023
Q4
$773 Buy
17
+6
+55% +$273 ﹤0.01% 821
2023
Q3
$453 Hold
11
﹤0.01% 835
2023
Q2
$487 Buy
+11
New +$487 ﹤0.01% 851