Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,360
Closed -$54.4K 482
2024
Q4
$54.4K Buy
15,360
+458
+3% +$1.62K 0.01% 411
2024
Q3
$67.7K Buy
+14,902
New +$67.7K 0.01% 417