Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-589
Closed -$25K 1811
2024
Q4
$25K Sell
589
-404
-41% -$17.2K ﹤0.01% 1331
2024
Q3
$21.1K Buy
+993
New +$21.1K ﹤0.01% 1270