Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-850
Closed -$11K 141
2024
Q4
$11K Buy
+850
New +$11K ﹤0.01% 185
2024
Q3
Sell
-800
Closed -$10K 176
2024
Q2
$10K Buy
+800
New +$10K ﹤0.01% 171