Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4
Closed -$750 1749
2024
Q4
$750 Hold
4
﹤0.01% 1671
2024
Q3
$808 Sell
4
-1
-20% -$202 ﹤0.01% 1677
2024
Q2
$902 Hold
5
﹤0.01% 1497
2024
Q1
$925 Buy
+5
New +$925 ﹤0.01% 1479