Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-331
Closed -$28.1K 386
2024
Q4
$28.1K Buy
331
+1
+0.3% +$85 0.02% 308
2024
Q3
$33.4K Buy
+330
New +$33.4K 0.02% 292