Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-906
Closed -$14.2K 1221
2024
Q4
$14.2K Sell
906
-452
-33% -$7.08K 0.01% 534
2024
Q3
$24.7K Buy
+1,358
New +$24.7K 0.01% 376