Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-962
Closed -$242K 673
2024
Q4
$242K Buy
962
+5
+0.5% +$1.26K 0.01% 885
2024
Q3
$211K Buy
+957
New +$211K 0.01% 909