Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-195
Closed -$2K 1042
2024
Q4
$2K Buy
195
+14
+8% +$144 ﹤0.01% 949
2024
Q3
$2K Hold
181
﹤0.01% 934
2024
Q2
$2K Sell
181
-62
-26% -$685 ﹤0.01% 902
2024
Q1
$3K Buy
243
+77
+46% +$951 ﹤0.01% 845
2023
Q4
$2K Hold
166
﹤0.01% 885
2023
Q3
$2K Hold
166
﹤0.01% 868
2023
Q2
$2K Buy
+166
New +$2K ﹤0.01% 855