Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,838
Closed -$37.2K 411
2024
Q4
$37.2K Sell
14,838
-79
-0.5% -$198 ﹤0.01% 388
2024
Q3
$40.7K Buy
+14,917
New +$40.7K ﹤0.01% 352
2023
Q1
Sell
-14,832
Closed -$64K 339
2022
Q4
$64K Buy
+14,832
New +$64K 0.01% 334