Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-214
Closed -$71K 126
2024
Q4
$71K Sell
214
-3
-1% -$996 0.03% 90
2024
Q3
$71.9K Buy
217
+3
+1% +$994 0.03% 96
2024
Q2
$67.1K Buy
+214
New +$67.1K 0.03% 116