Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,444
Closed -$48.4K 234
2024
Q4
$48.4K Sell
1,444
-826
-36% -$27.7K 0.03% 224
2024
Q3
$74.3K Buy
+2,270
New +$74.3K 0.05% 192