Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-64
Closed -$7.9K 1040
2024
Q4
$7.9K Buy
64
+3
+5% +$370 ﹤0.01% 860
2024
Q3
$8.72K Hold
61
﹤0.01% 849
2024
Q2
$9.98K Buy
+61
New +$9.98K ﹤0.01% 839