Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-17
Closed -$201 1014
2024
Q4
$201 Sell
17
-22
-56% -$260 ﹤0.01% 789
2024
Q3
$700 Hold
39
﹤0.01% 772
2024
Q2
$686 Buy
+39
New +$686 ﹤0.01% 814