Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-276
Closed -$48K 102
2024
Q4
$48K Buy
276
+112
+68% +$19.5K ﹤0.01% 96
2024
Q3
$37.2K Buy
+164
New +$37.2K ﹤0.01% 87